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 |
|---|---|---|---|---|---|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
89,085
shares
|
$2.59 Million
2.14% of portfolio
|
Q1 2025
Added 9.02%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
88,986
shares
|
$2.59 Million
0.71% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
88,841
shares
|
$2.58 Million
1.87% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
88,619
shares
|
$2.58 Million
0.06% of portfolio
|
Q1 2025
Added 305.63%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
88,486
shares
|
$2.57 Million
0.45% of portfolio
|
Q2 2025
Added 60.01%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
88,287
shares
|
$2.57 Million
1.32% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
88,263
shares
|
$2.57 Million
7.0% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
87,819
shares
|
$2.55 Million
1.27% of portfolio
|
Q1 2025
New holding
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
87,094
shares
|
$2.53 Million
1.36% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
87,007
shares
|
$2.53 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
86,825
shares
|
$2.53 Million
0.61% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
86,798
shares
|
$2.52 Million
1.24% of portfolio
|
Q4 2024
Added 299.29%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
86,737
shares
|
$2.52 Million
1.22% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
86,391
shares
|
$2.51 Million
0.97% of portfolio
|
Q1 2025
Added 11.77%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
86,312
shares
|
$2.51 Million
0.82% of portfolio
|
Q2 2025
Reduced 36.0%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
86,044
shares
|
$2.5 Million
0.16% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
85,895
shares
|
$2.5 Million
1.38% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
85,463
shares
|
$2.49 Million
0.47% of portfolio
|
Q1 2025
Reduced 31.85%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
85,450
shares
|
$2.49 Million
0.15% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
85,301
shares
|
$2.48 Million
4.08% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
84,961
shares
|
$2.47 Million
3.43% of portfolio
|
Q2 2025
Added 18.27%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
84,747
shares
|
$2.47 Million
1.98% of portfolio
|
Q2 2023
Reduced 1.49%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
81,773
shares
|
$2.38 Million
0.13% of portfolio
|
Q1 2025
Reduced 14.27%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
81,716
shares
|
$2.38 Million
0.85% of portfolio
|
Q4 2024
Added 300.02%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
81,714
shares
|
$2.38 Million
1.55% of portfolio
|
Q1 2025
Reduced 0.48%
|