Institutional Ownership Schwab Strategic Tr Us Large C (SCHG)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHG). We have compiled data on the 1,603 institutions that hold shares in the stock, with a total of 815 Million shares, which have been reported (via 13F filing form) to have a value of $25.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
16,172
shares
|
$503,110
0.02% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
16,156
shares
|
$502,613
0.39% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
16,092
shares
|
$500,622
0.13% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
16,079
shares
|
$500,217
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
16,076
shares
|
$500,124
0.03% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
16,052
shares
|
$499,377
0.12% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
16,040
shares
|
$499,004
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
16,032
shares
|
$498,755
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
16,000
shares
|
$497,760
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
15,982
shares
|
$497,200
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
15,980
shares
|
$497,137
0.07% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
15,976
shares
|
$497,013
0.04% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
15,792
shares
|
$491,289
0.07% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jul 29, 2025 Q2 2025 |
15,544
shares
|
$483,573
0.05% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
15,407
shares
|
$479,311
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
15,253
shares
|
$474,520
0.11% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
15,200
shares
|
$472,872
0.06% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
15,200
shares
|
$472,872
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
15,180
shares
|
$472,249
0.1% of portfolio
|
Q2 2025
Added 42.62%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
15,179
shares
|
$472,218
0.07% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
15,163
shares
|
$471,720
0.43% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
15,156
shares
|
$471,503
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
15,152
shares
|
$471,378
0.34% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
15,138
shares
|
$470,943
0.08% of portfolio
|
Q2 2025
Reduced 75.24%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
15,136
shares
|
$470,880
0.29% of portfolio
|
Q2 2025
Reduced 3.12%
|