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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
120,966
shares
|
$3.52 Million
0.21% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
120,546
shares
|
$3.51 Million
0.47% of portfolio
|
Q3 2022
Reduced 2.35%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
118,829
shares
|
$3.46 Million
0.24% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Sja Financial Advisory, LLC
|
May 14, 2025 Q1 2025 |
116,818
shares
|
$3.4 Million
2.2% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
116,429
shares
|
$3.39 Million
1.16% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
116,008
shares
|
$3.37 Million
1.26% of portfolio
|
Q2 2025
Reduced 51.44%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
114,762
shares
|
$3.34 Million
1.65% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
114,443
shares
|
$3.33 Million
2.77% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
111,628
shares
|
$3.25 Million
0.91% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
111,026
shares
|
$3.23 Million
12.39% of portfolio
|
Q3 2023
Reduced 2.46%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Apr 24, 2025 Q1 2025 |
111,025
shares
|
$3.23 Million
0.84% of portfolio
|
Q1 2025
Added 18.08%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
110,439
shares
|
$3.21 Million
0.2% of portfolio
|
Q1 2025
Reduced 21.25%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
109,942
shares
|
$3.2 Million
1.23% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
109,610
shares
|
$3.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
108,906
shares
|
$3.17 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
108,143
shares
|
$3.15 Million
0.93% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
107,752
shares
|
$3.13 Million
0.61% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
106,649
shares
|
$3.1 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
106,229
shares
|
$3.09 Million
1.54% of portfolio
|
Q3 2022
Added 1.29%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
106,054
shares
|
$3.09 Million
0.22% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
104,728
shares
|
$3.05 Million
1.67% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Apr 15, 2025 Q1 2025 |
104,614
shares
|
$3.04 Million
1.7% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
104,537
shares
|
$3.04 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.43%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
104,211
shares
|
$3.03 Million
0.35% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
104,185
shares
|
$3.03 Million
1.64% of portfolio
|
Q2 2025
Added 1055.81%
|