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 |
|---|---|---|---|---|---|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
204,876
shares
|
$5.96 Million
0.27% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
204,742
shares
|
$5.96 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
203,866
shares
|
$5.93 Million
0.45% of portfolio
|
Q1 2025
Reduced 9.85%
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
203,424
shares
|
$5.92 Million
4.92% of portfolio
|
Q1 2025
Added 20.87%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
202,249
shares
|
$5.88 Million
0.42% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
201,471
shares
|
$5.86 Million
2.44% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Fidelis I M, LLC
Medford, OR |
Apr 30, 2025 Q1 2025 |
201,351
shares
|
$5.86 Million
2.33% of portfolio
|
Q1 2025
New holding
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
200,417
shares
|
$5.83 Million
5.33% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
200,271
shares
|
$5.83 Million
3.97% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
199,772
shares
|
$5.81 Million
2.87% of portfolio
|
Q3 2024
Added 22.98%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
196,910
shares
|
$5.73 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
196,701
shares
|
$5.72 Million
0.44% of portfolio
|
Q2 2025
Added 16.23%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
196,514
shares
|
$5.72 Million
0.21% of portfolio
|
Q2 2025
Added 27.11%
|
|
|
Westbourne Investment Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
194,965
shares
|
$5.67 Million
1.74% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
194,792
shares
|
$5.67 Million
0.03% of portfolio
|
Q1 2025
Added 14.18%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
191,748
shares
|
$5.58 Million
2.28% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
189,973
shares
|
$5.53 Million
1.23% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
189,617
shares
|
$5.52 Million
0.19% of portfolio
|
Q2 2025
Added 2712.89%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
188,689
shares
|
$5.49 Million
4.0% of portfolio
|
Q4 2024
Added 297.4%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
188,125
shares
|
$5.47 Million
2.87% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
187,632
shares
|
$5.46 Million
0.03% of portfolio
|
Q1 2025
Added 102.08%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
186,833
shares
|
$5.43 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
186,741
shares
|
$5.43 Million
11.7% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
183,931
shares
|
$5.35 Million
2.95% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
178,419
shares
|
$5.19 Million
0.43% of portfolio
|
Q1 2025
Added 202.67%
|