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 |
|---|---|---|---|---|---|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
14,100
shares
|
$438,651
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Vectors Research Management, LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
14,100
shares
|
$438,651
0.14% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
14,075
shares
|
$437,873
0.3% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
14,040
shares
|
$436,784
0.27% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
13,936
shares
|
$433,548
0.23% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
13,824
shares
|
$430,064
0.55% of portfolio
|
Q4 2024
Reduced 77.17%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
13,758
shares
|
$428,011
0.08% of portfolio
|
Q4 2022
Reduced 2.15%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
13,720
shares
|
$426,829
0.24% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
13,716
shares
|
$426,704
0.07% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
13,679
shares
|
$425,553
0.15% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
13,664
shares
|
$425,087
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
13,652
shares
|
$424,713
0.08% of portfolio
|
Q4 2024
Added 380.7%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
13,650
shares
|
$424,651
0.01% of portfolio
|
Q2 2025
Added 60.97%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Aug 13, 2025 Q2 2025 |
13,622
shares
|
$423,780
0.22% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
13,306
shares
|
$413,949
0.01% of portfolio
|
Q2 2022
Reduced 5.24%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
13,262
shares
|
$412,580
0.04% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
13,252
shares
|
$412,269
0.1% of portfolio
|
Q1 2025
Added 66.92%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
13,243
shares
|
$411,989
0.22% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
13,089
shares
|
$407,198
0.1% of portfolio
|
Q2 2025
Reduced 16.18%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
13,088
shares
|
$407,167
0.16% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
13,068
shares
|
$406,545
0.26% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
13,040
shares
|
$405,674
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Aug 14, 2025 Q2 2025 |
13,013
shares
|
$404,834
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
12,928
shares
|
$402,190
0.0% of portfolio
|
Q2 2025
Reduced 50.62%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
12,920
shares
|
$401,941
0.01% of portfolio
|
Q2 2025
Added 56.72%
|