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 |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
134,284
shares
|
$3.91 Million
0.12% of portfolio
|
Q1 2025
Added 1097.25%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
133,109
shares
|
$3.87 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
132,341
shares
|
$3.85 Million
2.21% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
131,986
shares
|
$3.84 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
131,164
shares
|
$3.82 Million
0.14% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
129,814
shares
|
$3.78 Million
1.27% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
129,643
shares
|
$3.77 Million
0.0% of portfolio
|
Q1 2025
Added 19.59%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
129,510
shares
|
$3.77 Million
0.15% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
129,013
shares
|
$3.75 Million
0.4% of portfolio
|
Q1 2025
Reduced 14.83%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
128,371
shares
|
$3.73 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
128,152
shares
|
$3.73 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
128,001
shares
|
$3.72 Million
2.09% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
127,470
shares
|
$3.71 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
127,376
shares
|
$3.71 Million
0.76% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
126,368
shares
|
$3.68 Million
0.3% of portfolio
|
Q3 2022
Added 3.35%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
126,180
shares
|
$3.67 Million
0.6% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
125,795
shares
|
$3.66 Million
2.47% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
124,342
shares
|
$3.62 Million
3.05% of portfolio
|
Q4 2024
Added 571.32%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
123,997
shares
|
$3.61 Million
0.32% of portfolio
|
Q2 2025
Reduced 27.5%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
123,683
shares
|
$3.6 Million
0.09% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
123,190
shares
|
$3.58 Million
0.0% of portfolio
|
Q1 2025
Added 32.93%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
122,524
shares
|
$3.56 Million
0.27% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
121,725
shares
|
$3.54 Million
0.1% of portfolio
|
Q1 2025
Reduced 87.44%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
121,583
shares
|
$3.54 Million
0.27% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
121,196
shares
|
$3.53 Million
1.02% of portfolio
|
Q1 2025
Added 22.98%
|