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 1,526 institutions that hold shares in the stock, with a total of 749 Million shares, which have been reported (via 13F filing form) to have a value of $21.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
241,353
shares
|
$7.02 Million
2.03% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
240,473
shares
|
$7 Million
0.79% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
239,701
shares
|
$6.97 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
238,750
shares
|
$6.95 Million
3.25% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
237,330
shares
|
$6.9 Million
0.01% of portfolio
|
Q1 2025
Added 26.42%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
230,380
shares
|
$6.7 Million
1.57% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
229,957
shares
|
$6.69 Million
2.46% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
228,525
shares
|
$6.65 Million
0.02% of portfolio
|
Q1 2025
Reduced 28.44%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
227,515
shares
|
$6.62 Million
0.22% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
227,107
shares
|
$6.61 Million
0.14% of portfolio
|
Q1 2025
Added 42.67%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
226,963
shares
|
$6.6 Million
0.24% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
226,325
shares
|
$6.58 Million
0.09% of portfolio
|
Q1 2025
Added 409.97%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
224,588
shares
|
$6.53 Million
0.67% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
222,461
shares
|
$6.47 Million
0.31% of portfolio
|
Q1 2025
Added 17.22%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
221,756
shares
|
$6.45 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
221,489
shares
|
$6.44 Million
2.36% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
220,638
shares
|
$6.42 Million
1.32% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Apr 24, 2025 Q1 2025 |
218,791
shares
|
$6.36 Million
3.34% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
215,824
shares
|
$6.28 Million
0.07% of portfolio
|
Q1 2025
Added 61.51%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
215,359
shares
|
$6.26 Million
0.37% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
214,171
shares
|
$6.23 Million
1.01% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
213,586
shares
|
$6.21 Million
0.01% of portfolio
|
Q1 2025
Added 33.45%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
208,278
shares
|
$6.06 Million
1.27% of portfolio
|
Q1 2025
Added 806.66%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
207,794
shares
|
$6.04 Million
1.58% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Bishop & CO Investment Management, LLC
|
May 07, 2025 Q1 2025 |
205,405
shares
|
$5.98 Million
1.99% of portfolio
|
Q1 2025
Added 2172.18%
|