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 1,528 institutions that hold shares in the stock, with a total of 748 Million shares, which have been reported (via 13F filing form) to have a value of $21.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
29,581
shares
|
$860,511
1.39% of portfolio
|
Q2 2022
Added 1.82%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
29,580
shares
|
$860,482
0.89% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
29,547
shares
|
$859,522
0.35% of portfolio
|
Q1 2025
Reduced 21.14%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
29,521
shares
|
$858,765
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
29,504
shares
|
$858,271
2.18% of portfolio
|
Q4 2023
Added 0.44%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
29,502
shares
|
$858,213
0.05% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
29,467
shares
|
$857,195
0.16% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
29,349
shares
|
$853,762
0.25% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
29,229
shares
|
$850,271
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
29,220
shares
|
$850,009
0.95% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
29,114
shares
|
$846,926
0.24% of portfolio
|
Q1 2025
Added 17.22%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
29,087
shares
|
$846,140
0.41% of portfolio
|
Q1 2025
Added 39.67%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
29,010
shares
|
$843,900
0.48% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
28,938
shares
|
$841,806
0.01% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
28,867
shares
|
$839,741
0.02% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Apr 30, 2025 Q1 2025 |
28,856
shares
|
$839,421
0.32% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
28,722
shares
|
$835,522
0.29% of portfolio
|
Q4 2024
Added 297.37%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
28,419
shares
|
$826,708
0.95% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
28,316
shares
|
$823,712
0.39% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
28,136
shares
|
$818,476
0.06% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
28,043
shares
|
$815,770
0.44% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
28,008
shares
|
$814,752
0.06% of portfolio
|
Q4 2024
Added 297.22%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
27,974
shares
|
$813,763
0.05% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
27,916
shares
|
$812,076
0.46% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
27,808
shares
|
$808,934
0.05% of portfolio
|
Q1 2025
Added 0.01%
|