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 |
|---|---|---|---|---|---|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
51,730
shares
|
$1.54 Million
0.09% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
51,486
shares
|
$1.53 Million
0.29% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
51,143
shares
|
$1.52 Million
0.04% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
51,107
shares
|
$1.52 Million
0.23% of portfolio
|
Q1 2025
Added 14.28%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
50,942
shares
|
$1.51 Million
1.01% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
50,648
shares
|
$1.5 Million
0.27% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
50,012
shares
|
$1.48 Million
1.3% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
49,804
shares
|
$1.48 Million
0.35% of portfolio
|
Q2 2025
Added 29.58%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
49,795
shares
|
$1.48 Million
0.05% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Apr 29, 2025 Q1 2025 |
49,668
shares
|
$1.47 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
49,489
shares
|
$1.47 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
49,287
shares
|
$1.46 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
49,257
shares
|
$1.46 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
48,991
shares
|
$1.45 Million
0.05% of portfolio
|
Q1 2025
Added 1050.02%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
48,966
shares
|
$1.45 Million
0.27% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
48,841
shares
|
$1.45 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
48,433
shares
|
$1.44 Million
0.38% of portfolio
|
Q2 2025
Added 16.44%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
48,410
shares
|
$1.44 Million
0.09% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
48,353
shares
|
$1.44 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.8%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
48,197
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
47,647
shares
|
$1.41 Million
1.26% of portfolio
|
Q2 2025
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
47,357
shares
|
$1.41 Million
0.97% of portfolio
|
Q1 2025
Reduced 29.32%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
47,191
shares
|
$1.4 Million
0.11% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Adams Asset Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
46,573
shares
|
$1.38 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
45,941
shares
|
$1.36 Million
0.03% of portfolio
|
Q1 2025
Added 12.11%
|