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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
36,785
shares
|
$1.09 Million
0.1% of portfolio
|
Q4 2024
Added 274.02%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
36,595
shares
|
$1.09 Million
0.7% of portfolio
|
Q1 2025
Added 22.02%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
36,270
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 19.48%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
35,940
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
35,707
shares
|
$1.06 Million
0.07% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
35,347
shares
|
$1.05 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
35,199
shares
|
$1.05 Million
0.15% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
35,194
shares
|
$1.04 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
35,164
shares
|
$1.04 Million
0.65% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
35,112
shares
|
$1.04 Million
0.58% of portfolio
|
Q1 2025
Added 400.46%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
35,051
shares
|
$1.04 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
35,036
shares
|
$1.04 Million
0.36% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
34,898
shares
|
$1.04 Million
0.14% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
34,720
shares
|
$1.03 Million
0.35% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
34,601
shares
|
$1.03 Million
0.76% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
34,587
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Apr 29, 2025 Q1 2025 |
33,911
shares
|
$1.01 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
33,853
shares
|
$1.01 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
33,851
shares
|
$1.01 Million
0.12% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
33,628
shares
|
$998,415
0.51% of portfolio
|
Q1 2025
Added 16.54%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
33,353
shares
|
$990,250
0.02% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
33,227
shares
|
$986,509
0.18% of portfolio
|
Q1 2025
Reduced 17.27%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
33,116
shares
|
$983,214
0.11% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
33,102
shares
|
$982,798
0.23% of portfolio
|
Q1 2025
Reduced 18.29%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
32,697
shares
|
$970,773
0.29% of portfolio
|
Q4 2024
Added 300.01%
|