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 |
|---|---|---|---|---|---|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
27,709
shares
|
$806,054
0.11% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
27,429
shares
|
$797,909
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
27,415
shares
|
$797,502
0.47% of portfolio
|
Q1 2025
Reduced 39.8%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
27,408
shares
|
$797,298
0.1% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
27,389
shares
|
$796,746
0.31% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
27,269
shares
|
$793,255
0.01% of portfolio
|
Q1 2025
Added 20.47%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
27,190
shares
|
$790,957
0.03% of portfolio
|
Q1 2025
Added 23.38%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
26,995
shares
|
$785,284
0.47% of portfolio
|
Q1 2023
Added 0.11%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
26,926
shares
|
$783,277
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
26,848
shares
|
$781,008
0.08% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
26,830
shares
|
$780,484
0.05% of portfolio
|
Q1 2025
Reduced 10.52%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
26,439
shares
|
$769,110
0.03% of portfolio
|
Q3 2023
Reduced 5.48%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
26,400
shares
|
$767,976
0.0% of portfolio
|
Q4 2024
Added 299.39%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
26,380
shares
|
$767,394
0.34% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
26,336
shares
|
$766,114
0.02% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
26,188
shares
|
$761,808
0.53% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
26,178
shares
|
$761,518
0.01% of portfolio
|
Q1 2025
Added 89.04%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
26,098
shares
|
$759,190
0.28% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
26,063
shares
|
$758,172
0.02% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
26,012
shares
|
$756,689
0.01% of portfolio
|
Q1 2025
Reduced 11.74%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
25,734
shares
|
$748,602
0.12% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
25,604
shares
|
$744,820
0.18% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
25,431
shares
|
$739,787
0.19% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
25,424
shares
|
$739,584
0.55% of portfolio
|
Q1 2025
Reduced 61.58%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
25,280
shares
|
$735,395
0.28% of portfolio
|
Q4 2024
Added 300.0%
|