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 1,528 institutions that hold shares in the stock, with a total of 748 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
81,301
shares
|
$2.37 Million
0.65% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
80,532
shares
|
$2.34 Million
0.07% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
80,532
shares
|
$2.34 Million
1.69% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
80,160
shares
|
$2.33 Million
1.09% of portfolio
|
Q4 2024
Added 291.75%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
80,029
shares
|
$2.33 Million
0.08% of portfolio
|
Q1 2025
Added 28.96%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
79,868
shares
|
$2.32 Million
0.08% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
79,080
shares
|
$2.3 Million
0.37% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
78,758
shares
|
$2.29 Million
0.44% of portfolio
|
Q2 2025
Added 738.3%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
78,258
shares
|
$2.28 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
78,171
shares
|
$2.27 Million
0.81% of portfolio
|
Q1 2025
Reduced 14.58%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
77,915
shares
|
$2.27 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
77,508
shares
|
$2.25 Million
0.25% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
77,335
shares
|
$2.25 Million
0.07% of portfolio
|
Q4 2024
Added 263.47%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
77,124
shares
|
$2.24 Million
0.05% of portfolio
|
Q1 2025
Added 26.8%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
77,075
shares
|
$2.24 Million
0.38% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
76,913
shares
|
$2.24 Million
1.05% of portfolio
|
Q1 2025
Added 44.17%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
76,269
shares
|
$2.22 Million
0.17% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
76,199
shares
|
$2.22 Million
0.23% of portfolio
|
Q1 2025
Added 93.66%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
76,128
shares
|
$2.21 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
75,509
shares
|
$2.2 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
75,395
shares
|
$2.19 Million
1.68% of portfolio
|
Q1 2024
Added 14.29%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
75,056
shares
|
$2.18 Million
1.15% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
74,896
shares
|
$2.18 Million
0.14% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
74,864
shares
|
$2.18 Million
1.03% of portfolio
|
Q1 2025
Added 0.01%
|