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 |
|---|---|---|---|---|---|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
176,273
shares
|
$5.13 Million
0.39% of portfolio
|
Q1 2025
Added 17.54%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
176,241
shares
|
$5.13 Million
0.48% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
176,118
shares
|
$5.12 Million
1.89% of portfolio
|
Q1 2025
Added 563.02%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
175,953
shares
|
$5.12 Million
0.27% of portfolio
|
Q1 2025
Added 52.62%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
174,738
shares
|
$5.08 Million
2.7% of portfolio
|
Q1 2025
Reduced 23.12%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
174,506
shares
|
$5.08 Million
1.97% of portfolio
|
Q1 2025
Reduced 12.14%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
174,365
shares
|
$5.07 Million
1.57% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Eagle Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
173,759
shares
|
$5.05 Million
2.23% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
171,905
shares
|
$5 Million
0.13% of portfolio
|
Q2 2025
Added 17.75%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
171,336
shares
|
$4.98 Million
2.7% of portfolio
|
Q1 2025
Added 9.43%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
170,750
shares
|
$4.97 Million
0.14% of portfolio
|
Q4 2024
Added 354.15%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
168,559
shares
|
$4.9 Million
0.1% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
166,889
shares
|
$4.85 Million
0.5% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
166,776
shares
|
$4.85 Million
3.57% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
166,167
shares
|
$4.83 Million
1.0% of portfolio
|
Q1 2025
Added 19.85%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
165,707
shares
|
$4.82 Million
0.62% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
165,421
shares
|
$4.81 Million
1.14% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
164,631
shares
|
$4.79 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
164,286
shares
|
$4.78 Million
0.31% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
164,209
shares
|
$4.78 Million
0.05% of portfolio
|
Q1 2025
Added 12.86%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
163,812
shares
|
$4.77 Million
1.55% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
163,785
shares
|
$4.76 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
163,353
shares
|
$4.75 Million
0.06% of portfolio
|
Q1 2025
Reduced 61.67%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
162,255
shares
|
$4.72 Million
2.05% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
161,850
shares
|
$4.71 Million
1.89% of portfolio
|
Q1 2025
Reduced 1.49%
|