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 |
|---|---|---|---|---|---|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,744
shares
|
$111,159
0.13% of portfolio
|
Q1 2024
Added 41.6%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
3,719
shares
|
$110,417
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
3,705
shares
|
$110,001
0.01% of portfolio
|
Q1 2025
Added 17.47%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,690
shares
|
$109,556
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
3,569
shares
|
$105,963
0.07% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
3,476
shares
|
$103,202
0.0% of portfolio
|
Q2 2025
Reduced 22.08%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
3,402
shares
|
$101,005
0.03% of portfolio
|
Q1 2025
Reduced 17.11%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,371
shares
|
$100,084
0.0% of portfolio
|
Q2 2024
Added 54.42%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,282
shares
|
$97,442
0.02% of portfolio
|
Q3 2023
Reduced 15.04%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
3,260
shares
|
$96,789
0.03% of portfolio
|
Q4 2024
Added 199.08%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
3,229
shares
|
$95,869
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
3,212
shares
|
$95,364
0.0% of portfolio
|
Q1 2025
Reduced 32.41%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,206
shares
|
$95,186
0.06% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
3,128
shares
|
$92,870
0.0% of portfolio
|
Q1 2025
Added 29.9%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
3,123
shares
|
$92,721
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
3,032
shares
|
$90,020
0.04% of portfolio
|
Q4 2024
Added 226.02%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
3,000
shares
|
$89,070
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
2,969
shares
|
$88,149
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
2,960
shares
|
$87,882
0.01% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
2,936
shares
|
$87,169
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
2,880
shares
|
$85,507
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,855
shares
|
$84,764
0.01% of portfolio
|
Q4 2024
Added 299.86%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
2,784
shares
|
$82,656
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,764
shares
|
$82,063
0.03% of portfolio
|
Q2 2024
Added 4.22%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
2,736
shares
|
$81,231
0.03% of portfolio
|
Q4 2024
Added 300.0%
|