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 |
|---|---|---|---|---|---|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
23,766
shares
|
$691,352
0.01% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
23,591
shares
|
$686,262
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
23,560
shares
|
$685,360
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
23,526
shares
|
$684,371
0.36% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
23,495
shares
|
$683,469
0.46% of portfolio
|
Q1 2025
Added 284.53%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
23,344
shares
|
$679,076
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
23,320
shares
|
$678,378
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Resolute Advisors LLC
|
May 14, 2025 Q1 2025 |
23,179
shares
|
$674,277
0.17% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
23,130
shares
|
$672,851
0.0% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
23,092
shares
|
$671,746
0.13% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
22,941
shares
|
$667,353
0.07% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
22,896
shares
|
$666,044
0.02% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
22,714
shares
|
$660,750
0.05% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
22,661
shares
|
$659,208
0.32% of portfolio
|
Q2 2025
Added 11.09%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
22,636
shares
|
$658,481
0.01% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
22,556
shares
|
$656,154
0.07% of portfolio
|
Q4 2024
Added 289.64%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
22,495
shares
|
$654,379
0.04% of portfolio
|
Q4 2024
Added 299.98%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
22,268
shares
|
$647,776
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
22,105
shares
|
$643,034
0.24% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
22,040
shares
|
$641,143
0.06% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
22,038
shares
|
$641,085
0.44% of portfolio
|
Q1 2025
Added 148.62%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
22,023
shares
|
$640,649
0.05% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
21,950
shares
|
$638,525
0.02% of portfolio
|
Q1 2025
Reduced 42.11%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
21,946
shares
|
$638,409
0.31% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
21,929
shares
|
$637,914
0.11% of portfolio
|
Q2 2025
Reduced 1.08%
|