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 |
|---|---|---|---|---|---|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
161,758
shares
|
$4.71 Million
3.49% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
161,120
shares
|
$4.69 Million
0.37% of portfolio
|
Q1 2025
Reduced 18.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
160,109
shares
|
$4.66 Million
0.04% of portfolio
|
Q3 2022
Added 1.0%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
159,386
shares
|
$4.64 Million
0.31% of portfolio
|
Q1 2025
Added 14.44%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
158,385
shares
|
$4.61 Million
1.1% of portfolio
|
Q1 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
158,122
shares
|
$4.6 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
157,426
shares
|
$4.58 Million
0.07% of portfolio
|
Q1 2025
Added 558.27%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
157,408
shares
|
$4.58 Million
0.26% of portfolio
|
Q1 2025
Added 25.65%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
156,753
shares
|
$4.56 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
155,797
shares
|
$4.53 Million
2.18% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
155,584
shares
|
$4.53 Million
2.01% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
154,541
shares
|
$4.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.45%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
154,412
shares
|
$4.49 Million
3.52% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
153,033
shares
|
$4.45 Million
0.6% of portfolio
|
Q1 2025
Added 35.54%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
152,926
shares
|
$4.45 Million
0.42% of portfolio
|
Q2 2025
Added 17.36%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
151,359
shares
|
$4.4 Million
2.08% of portfolio
|
Q1 2025
Reduced 29.87%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
150,269
shares
|
$4.37 Million
0.6% of portfolio
|
Q2 2025
Added 132.06%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
150,158
shares
|
$4.37 Million
3.4% of portfolio
|
Q1 2025
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
149,415
shares
|
$4.35 Million
2.53% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
149,006
shares
|
$4.33 Million
0.6% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
148,204
shares
|
$4.31 Million
1.95% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
148,121
shares
|
$4.31 Million
3.35% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
146,203
shares
|
$4.25 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
145,872
shares
|
$4.24 Million
0.12% of portfolio
|
Q1 2025
Added 171.57%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
145,800
shares
|
$4.24 Million
0.84% of portfolio
|
Q4 2024
Added 300.0%
|