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 1,539 institutions that hold shares in the stock, with a total of 756 Million shares, which have been reported (via 13F filing form) to have a value of $22.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
4,922
shares
|
$146,134
0.01% of portfolio
|
Q4 2024
Added 302.78%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
4,909
shares
|
$145,748
0.24% of portfolio
|
Q2 2022
Reduced 8.07%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
4,902
shares
|
$145,540
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,880
shares
|
$144,887
0.01% of portfolio
|
Q4 2024
Added 146.46%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
4,756
shares
|
$141,205
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
4,608
shares
|
$136,811
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
4,569
shares
|
$135,653
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
4,384
shares
|
$130,160
0.02% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
4,343
shares
|
$128,943
0.05% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
4,340
shares
|
$128,854
0.03% of portfolio
|
Q2 2025
Reduced 24.39%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,318
shares
|
$128,201
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
4,246
shares
|
$126,063
0.03% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,128
shares
|
$122,560
0.05% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
4,114
shares
|
$122,144
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
4,080
shares
|
$121,135
0.03% of portfolio
|
Q3 2022
Added 0.12%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
4,016
shares
|
$119,235
0.05% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
4,014
shares
|
$119,175
0.02% of portfolio
|
Q1 2025
Added 16625.0%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
4,008
shares
|
$118,997
0.02% of portfolio
|
Q1 2025
Added 234.0%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,972
shares
|
$117,928
0.15% of portfolio
|
Q2 2022
Reduced 0.48%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
3,912
shares
|
$116,147
0.06% of portfolio
|
Q1 2025
Added 26.93%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
3,894
shares
|
$115,612
0.07% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,812
shares
|
$113,178
0.03% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
3,784
shares
|
$112,346
0.02% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
3,760
shares
|
$111,634
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
3,746
shares
|
$111,218
0.11% of portfolio
|
Q4 2023
Added 0.13%
|