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 |
|---|---|---|---|---|---|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
102,232
shares
|
$2.97 Million
0.67% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
102,232
shares
|
$2.97 Million
0.48% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
101,925
shares
|
$2.96 Million
1.08% of portfolio
|
Q2 2025
Added 16.15%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
101,717
shares
|
$2.96 Million
0.01% of portfolio
|
Q1 2025
Added 228.33%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
100,694
shares
|
$2.93 Million
1.42% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
100,287
shares
|
$2.92 Million
1.07% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
100,158
shares
|
$2.91 Million
0.01% of portfolio
|
Q1 2025
Added 128.49%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
99,935
shares
|
$2.91 Million
0.91% of portfolio
|
Q4 2024
Added 304.04%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
99,709
shares
|
$2.9 Million
2.1% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
99,516
shares
|
$2.89 Million
1.05% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
97,122
shares
|
$2.83 Million
1.67% of portfolio
|
Q4 2024
Added 332.54%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
96,853
shares
|
$2.82 Million
0.38% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
96,525
shares
|
$2.81 Million
2.25% of portfolio
|
Q1 2025
Added 248.68%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
95,650
shares
|
$2.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.85%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
95,405
shares
|
$2.78 Million
0.48% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
95,315
shares
|
$2.77 Million
0.01% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
95,107
shares
|
$2.77 Million
0.74% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
94,536
shares
|
$2.75 Million
1.8% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
94,250
shares
|
$2.74 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
93,320
shares
|
$2.71 Million
0.09% of portfolio
|
Q1 2025
Added 29.35%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
92,413
shares
|
$2.69 Million
1.2% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
92,256
shares
|
$2.68 Million
0.16% of portfolio
|
Q1 2025
Reduced 90.75%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
92,201
shares
|
$2.68 Million
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
90,455
shares
|
$2.63 Million
0.21% of portfolio
|
Q1 2025
Added 114.04%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
89,916
shares
|
$2.62 Million
0.08% of portfolio
|
Q1 2025
New holding
|