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 |
|---|---|---|---|---|---|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
74,613
shares
|
$2.17 Million
0.22% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
74,553
shares
|
$2.17 Million
0.37% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
74,306
shares
|
$2.16 Million
0.11% of portfolio
|
Q1 2025
Added 290.37%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
74,268
shares
|
$2.16 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
74,138
shares
|
$2.16 Million
0.36% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
74,097
shares
|
$2.16 Million
0.66% of portfolio
|
Q1 2025
Added 33.64%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
74,096
shares
|
$2.16 Million
1.04% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
73,770
shares
|
$2.15 Million
0.34% of portfolio
|
Q1 2025
Added 46.49%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
73,274
shares
|
$2.13 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
72,865
shares
|
$2.12 Million
0.18% of portfolio
|
Q1 2025
Added 11.82%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
72,543
shares
|
$2.11 Million
1.16% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
72,199
shares
|
$2.1 Million
0.76% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
71,980
shares
|
$2.09 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
71,242
shares
|
$2.07 Million
1.6% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
71,004
shares
|
$2.07 Million
0.17% of portfolio
|
Q2 2020
Added 350.48%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
70,855
shares
|
$2.06 Million
0.54% of portfolio
|
Q2 2025
Added 555.88%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
70,740
shares
|
$2.06 Million
0.35% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
70,493
shares
|
$2.05 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
70,049
shares
|
$2.04 Million
0.11% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
69,360
shares
|
$2.02 Million
0.7% of portfolio
|
Q1 2025
Reduced 18.26%
|
|
|
Signet Investment Advisory Group, Inc.
|
May 05, 2025 Q1 2025 |
69,277
shares
|
$2.02 Million
0.87% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
69,064
shares
|
$2.01 Million
0.01% of portfolio
|
Q1 2025
Added 129.17%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
68,925
shares
|
$2.01 Million
1.72% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
68,396
shares
|
$1.99 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
68,203
shares
|
$1.98 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.73%
|