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 |
|---|---|---|---|---|---|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
11,231
shares
|
$349,396
0.11% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
11,213
shares
|
$348,836
0.08% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
11,200
shares
|
$348,432
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
11,194
shares
|
$348,245
0.06% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Jul 18, 2025 Q2 2025 |
11,171
shares
|
$347,529
0.28% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
11,100
shares
|
$345,321
0.29% of portfolio
|
Q2 2023
Added 326.92%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
11,070
shares
|
$344,387
0.15% of portfolio
|
Q2 2025
Added 360.9%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
11,061
shares
|
$344,107
0.14% of portfolio
|
Q1 2025
Reduced 10.87%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
11,038
shares
|
$343,392
0.39% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
10,924
shares
|
$339,845
0.46% of portfolio
|
Q2 2022
Added 19.02%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Aug 07, 2025 Q2 2025 |
10,903
shares
|
$339,192
0.17% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
10,896
shares
|
$338,974
0.08% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
10,834
shares
|
$337,045
0.1% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
10,801
shares
|
$336,019
0.0% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
10,788
shares
|
$335,614
0.06% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
10,754
shares
|
$334,556
0.09% of portfolio
|
Q2 2025
Added 10.25%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
10,748
shares
|
$334,370
0.01% of portfolio
|
Q2 2025
Reduced 14.34%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
10,745
shares
|
$334,276
0.05% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
10,740
shares
|
$334,121
0.1% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,689
shares
|
$332,534
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
10,688
shares
|
$332,503
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
10,675
shares
|
$332,099
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
10,642
shares
|
$331,072
0.38% of portfolio
|
Q3 2023
Added 0.01%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
10,623
shares
|
$330,481
0.13% of portfolio
|
Q4 2024
Added 343.18%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
10,600
shares
|
$329,766
0.08% of portfolio
|
Q4 2024
Added 300.0%
|