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 1,535 institutions that hold shares in the stock, with a total of 752 Million shares, which have been reported (via 13F filing form) to have a value of $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
70,049
shares
|
$2.08 Million
0.11% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
69,360
shares
|
$2.06 Million
0.7% of portfolio
|
Q1 2025
Reduced 18.26%
|
|
|
Signet Investment Advisory Group, Inc.
|
May 05, 2025 Q1 2025 |
69,277
shares
|
$2.06 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
|
$2.05 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
|
$2.05 Million
1.72% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
68,396
shares
|
$2.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
68,325
shares
|
$2.03 Million
0.78% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
68,203
shares
|
$2.02 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
68,196
shares
|
$2.02 Million
0.39% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
67,143
shares
|
$1.99 Million
0.14% of portfolio
|
Q1 2024
Added 60.46%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
66,773
shares
|
$1.98 Million
0.09% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
66,547
shares
|
$1.98 Million
0.69% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
66,272
shares
|
$1.97 Million
0.37% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
65,952
shares
|
$1.96 Million
0.24% of portfolio
|
Q1 2025
Added 8.56%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
65,922
shares
|
$1.96 Million
0.17% of portfolio
|
Q1 2024
Reduced 9.96%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Apr 14, 2025 Q1 2025 |
65,825
shares
|
$1.95 Million
1.69% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
65,033
shares
|
$1.93 Million
0.49% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
64,653
shares
|
$1.92 Million
0.52% of portfolio
|
Q2 2025
Added 220.94%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
64,356
shares
|
$1.91 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
64,024
shares
|
$1.9 Million
0.38% of portfolio
|
Q1 2025
Reduced 20.74%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
63,981
shares
|
$1.9 Million
0.49% of portfolio
|
Q2 2025
Reduced 15.81%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
63,545
shares
|
$1.89 Million
0.5% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
John W. Brooker & Co., Cp As
|
Jul 16, 2025 Q2 2025 |
63,222
shares
|
$1.88 Million
4.91% of portfolio
|
Q2 2025
Reduced 78.19%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
63,012
shares
|
$1.87 Million
0.04% of portfolio
|
Q1 2025
Added 8.99%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
62,704
shares
|
$1.86 Million
0.03% of portfolio
|
Q2 2025
New holding
|