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 1,539 institutions that hold shares in the stock, with a total of 756 Million shares, which have been reported (via 13F filing form) to have a value of $22.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
62,585
shares
|
$1.86 Million
0.17% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
62,286
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2025
Added 33.02%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
61,890
shares
|
$1.84 Million
0.01% of portfolio
|
Q1 2025
Added 43.56%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
61,831
shares
|
$1.84 Million
0.26% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
61,635
shares
|
$1.83 Million
0.58% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
61,514
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2025
Added 80.75%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
61,246
shares
|
$1.82 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
61,211
shares
|
$1.82 Million
0.24% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
60,842
shares
|
$1.81 Million
0.11% of portfolio
|
Q2 2024
Added 5.48%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
60,473
shares
|
$1.8 Million
0.69% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
60,319
shares
|
$1.79 Million
0.35% of portfolio
|
Q1 2025
Reduced 11.43%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
60,169
shares
|
$1.79 Million
0.9% of portfolio
|
Q1 2025
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
59,487
shares
|
$1.77 Million
1.06% of portfolio
|
Q2 2025
Reduced 49.87%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
59,284
shares
|
$1.76 Million
0.06% of portfolio
|
Q1 2025
Reduced 74.83%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
May 05, 2025 Q1 2025 |
58,928
shares
|
$1.75 Million
1.82% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
58,865
shares
|
$1.75 Million
0.19% of portfolio
|
Q1 2025
Added 20.73%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
58,753
shares
|
$1.74 Million
1.43% of portfolio
|
Q1 2025
Reduced 58.87%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
58,704
shares
|
$1.74 Million
0.37% of portfolio
|
Q2 2025
Added 41.23%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
58,533
shares
|
$1.74 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Financial Consulate, Inc
|
Jul 17, 2025 Q2 2025 |
58,221
shares
|
$1.73 Million
0.35% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
58,066
shares
|
$1.72 Million
0.85% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
58,002
shares
|
$1.72 Million
0.34% of portfolio
|
Q2 2024
Reduced 5.04%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
57,743
shares
|
$1.71 Million
0.34% of portfolio
|
Q2 2025
Added 8.55%
|