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 |
|---|---|---|---|---|---|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
45,705
shares
|
$1.36 Million
0.07% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
45,587
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
45,468
shares
|
$1.35 Million
0.07% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
45,265
shares
|
$1.34 Million
0.25% of portfolio
|
Q2 2025
Added 62.43%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
May 13, 2025 Q1 2025 |
45,088
shares
|
$1.34 Million
1.15% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
44,862
shares
|
$1.33 Million
0.38% of portfolio
|
Q2 2023
Reduced 1.63%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
44,581
shares
|
$1.32 Million
0.06% of portfolio
|
Q1 2025
Added 33.45%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
43,798
shares
|
$1.3 Million
0.71% of portfolio
|
Q1 2025
Reduced 11.85%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
43,773
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Added 14.98%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
43,670
shares
|
$1.3 Million
2.17% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
43,376
shares
|
$1.29 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
43,272
shares
|
$1.28 Million
0.65% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
42,976
shares
|
$1.28 Million
0.42% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
42,910
shares
|
$1.27 Million
0.09% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
42,783
shares
|
$1.27 Million
0.62% of portfolio
|
Q1 2025
Reduced 38.85%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
42,778
shares
|
$1.27 Million
0.36% of portfolio
|
Q2 2025
Reduced 14.06%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
42,408
shares
|
$1.26 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
42,001
shares
|
$1.25 Million
0.31% of portfolio
|
Q4 2024
Added 318.84%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
41,918
shares
|
$1.24 Million
0.82% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
May 09, 2025 Q1 2025 |
41,838
shares
|
$1.24 Million
0.68% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
41,803
shares
|
$1.24 Million
0.18% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
41,557
shares
|
$1.23 Million
0.24% of portfolio
|
Q2 2025
Added 248.08%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,548
shares
|
$1.23 Million
2.06% of portfolio
|
Q1 2024
Added 10.46%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
41,534
shares
|
$1.23 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
41,179
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2025
Added 1795.9%
|