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 |
|---|---|---|---|---|---|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
25,272
shares
|
$735,162
0.02% of portfolio
|
Q4 2024
Added 247.24%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
25,233
shares
|
$734,027
0.46% of portfolio
|
Q4 2024
Added 331.63%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
25,213
shares
|
$733,446
0.26% of portfolio
|
Q1 2025
Added 9748.83%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
25,182
shares
|
$732,544
0.01% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
25,146
shares
|
$731,497
0.35% of portfolio
|
Q1 2025
Reduced 78.89%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
24,948
shares
|
$725,737
0.07% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
24,883
shares
|
$723,846
0.01% of portfolio
|
Q2 2025
Reduced 9.85%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jul 22, 2025 Q2 2025 |
24,817
shares
|
$721,926
0.93% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
24,782
shares
|
$720,908
0.7% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
24,729
shares
|
$719,366
0.02% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
24,687
shares
|
$718,144
0.18% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
24,654
shares
|
$717,184
0.09% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
24,564
shares
|
$714,566
0.48% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
24,524
shares
|
$713,403
0.47% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
24,409
shares
|
$710,057
0.06% of portfolio
|
Q1 2025
Added 142.8%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
24,323
shares
|
$707,556
1.17% of portfolio
|
Q4 2024
Added 370.46%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
24,321
shares
|
$707,497
0.02% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
24,293
shares
|
$706,683
0.51% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
24,189
shares
|
$703,658
0.06% of portfolio
|
Q2 2025
Added 26.73%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
24,111
shares
|
$701,388
0.21% of portfolio
|
Q2 2025
Reduced 58.23%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
24,087
shares
|
$700,690
0.61% of portfolio
|
Q1 2025
Added 40.04%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
23,982
shares
|
$697,636
0.03% of portfolio
|
Q1 2025
Added 41.6%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
23,936
shares
|
$696,298
0.28% of portfolio
|
Q1 2025
Added 18.12%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
23,904
shares
|
$695,367
0.3% of portfolio
|
Q1 2025
Added 10.04%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
23,898
shares
|
$695,192
0.12% of portfolio
|
Q4 2024
Added 299.97%
|