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 $25.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
7,280
shares
|
$226,480
0.02% of portfolio
|
Q2 2025
Reduced 26.61%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
7,269
shares
|
$226,138
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
7,246
shares
|
$225,423
0.11% of portfolio
|
Q2 2025
Added 253.98%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
7,223
shares
|
$224,707
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
7,180
shares
|
$223,369
0.01% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
7,156
shares
|
$222,623
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
7,116
shares
|
$221,378
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
7,100
shares
|
$220,881
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
7,024
shares
|
$218,516
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
7,014
shares
|
$218,205
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
7,006
shares
|
$217,956
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
6,976
shares
|
$217,023
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
6,949
shares
|
$216,183
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jul 30, 2025 Q2 2025 |
6,936
shares
|
$215,778
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
6,920
shares
|
$215,281
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
6,888
shares
|
$214,285
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Weitzel Financial Services, Inc.
|
Aug 12, 2025 Q2 2025 |
6,887
shares
|
$214,254
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
6,885
shares
|
$214,192
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
6,878
shares
|
$213,974
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Aug 01, 2025 Q2 2025 |
6,855
shares
|
$213,259
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
6,823
shares
|
$212,263
0.08% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
6,742
shares
|
$209,743
0.03% of portfolio
|
Q2 2025
Reduced 13.6%
|
|
|
Palouse Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
6,666
shares
|
$207,379
0.14% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
6,580
shares
|
$204,703
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
6,385
shares
|
$198,637
0.06% of portfolio
|
Q4 2024
Added 120.86%
|