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 |
|---|---|---|---|---|---|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
15,105
shares
|
$469,916
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
15,095
shares
|
$469,605
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
15,080
shares
|
$469,138
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
15,064
shares
|
$468,641
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
15,060
shares
|
$468,516
0.03% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
14,981
shares
|
$466,058
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Aug 08, 2025 Q2 2025 |
14,980
shares
|
$466,027
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
14,964
shares
|
$465,530
0.03% of portfolio
|
Q2 2025
Reduced 21.92%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
14,937
shares
|
$464,690
0.57% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
14,876
shares
|
$462,792
0.09% of portfolio
|
Q4 2024
Added 301.4%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
14,849
shares
|
$461,952
0.13% of portfolio
|
Q2 2025
Reduced 30.42%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
14,778
shares
|
$459,743
0.05% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
14,775
shares
|
$459,650
0.23% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
14,723
shares
|
$458,032
0.01% of portfolio
|
Q2 2025
Added 33.81%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
14,602
shares
|
$454,268
0.04% of portfolio
|
Q4 2024
Added 299.95%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
14,569
shares
|
$453,241
0.05% of portfolio
|
Q4 2024
Added 332.83%
|
|
|
Brickley Wealth Management
|
Aug 07, 2025 Q2 2025 |
14,477
shares
|
$450,379
0.08% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
14,406
shares
|
$448,170
0.06% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
14,331
shares
|
$445,837
0.13% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
14,309
shares
|
$445,152
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
14,284
shares
|
$444,375
0.01% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
14,216
shares
|
$442,259
0.03% of portfolio
|
Q2 2025
Reduced 26.45%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
14,216
shares
|
$442,259
0.01% of portfolio
|
Q1 2025
Reduced 55.17%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
14,206
shares
|
$441,948
0.18% of portfolio
|
Q2 2025
Reduced 14.25%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
14,102
shares
|
$438,713
0.24% of portfolio
|
Q2 2025
Reduced 67.04%
|