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 |
|---|---|---|---|---|---|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
21,888
shares
|
$636,721
0.1% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
21,727
shares
|
$632,038
0.26% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Soundwatch Capital LLC
New York, NY |
May 06, 2025 Q1 2025 |
21,619
shares
|
$628,896
0.25% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
21,571
shares
|
$627,500
0.21% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
21,502
shares
|
$625,493
0.24% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
21,487
shares
|
$625,056
0.15% of portfolio
|
Q1 2025
Added 15.11%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
21,457
shares
|
$624,184
0.45% of portfolio
|
Q1 2025
Reduced 31.44%
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
21,430
shares
|
$623,398
0.51% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
21,322
shares
|
$620,256
0.02% of portfolio
|
Q1 2025
Added 28.95%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
21,304
shares
|
$619,733
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
21,291
shares
|
$619,355
0.17% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
21,284
shares
|
$619,151
0.1% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
21,176
shares
|
$616,009
0.12% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
21,160
shares
|
$615,544
0.44% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
21,120
shares
|
$614,380
0.02% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
21,028
shares
|
$611,704
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
20,944
shares
|
$609,260
0.03% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
20,905
shares
|
$608,126
0.29% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
20,738
shares
|
$603,268
0.04% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
20,492
shares
|
$596,112
0.21% of portfolio
|
Q1 2025
Reduced 9.46%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
20,421
shares
|
$594,046
0.04% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
20,415
shares
|
$593,872
0.02% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
20,393
shares
|
$593,232
0.71% of portfolio
|
Q1 2024
Added 437.93%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
20,350
shares
|
$591,981
0.04% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
20,249
shares
|
$589,043
0.59% of portfolio
|
Q2 2025
Added 3.94%
|