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 |
|---|---|---|---|---|---|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
20,090
shares
|
$584,418
0.06% of portfolio
|
Q1 2025
Added 11.25%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
19,901
shares
|
$578,920
0.0% of portfolio
|
Q3 2023
Reduced 17.19%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
19,822
shares
|
$576,621
0.06% of portfolio
|
Q1 2025
Reduced 16.83%
|
|
|
Valicenti Advisory Services Inc
|
Jul 16, 2025 Q2 2025 |
19,818
shares
|
$576,505
0.14% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
19,794
shares
|
$575,807
0.59% of portfolio
|
Q2 2025
Reduced 25.66%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
19,782
shares
|
$575,458
0.0% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
19,720
shares
|
$573,654
0.2% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
19,694
shares
|
$572,898
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
19,689
shares
|
$572,753
0.06% of portfolio
|
Q1 2025
Added 117.99%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
19,656
shares
|
$571,793
0.23% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
19,624
shares
|
$570,862
0.03% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
19,605
shares
|
$570,309
0.73% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
19,596
shares
|
$570,047
0.03% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
19,565
shares
|
$569,145
0.16% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
19,558
shares
|
$568,942
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
19,488
shares
|
$566,905
0.03% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
19,456
shares
|
$565,975
0.05% of portfolio
|
Q1 2025
Reduced 43.49%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
19,416
shares
|
$564,811
0.12% of portfolio
|
Q4 2023
Added 10.1%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
19,398
shares
|
$564,287
0.03% of portfolio
|
Q1 2025
Added 54.3%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
19,388
shares
|
$563,996
0.03% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
19,258
shares
|
$560,215
0.01% of portfolio
|
Q2 2025
Reduced 39.1%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
19,255
shares
|
$560,127
0.1% of portfolio
|
Q2 2025
Added 26.42%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
19,254
shares
|
$560,098
0.49% of portfolio
|
Q1 2023
Added 2.97%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
19,164
shares
|
$557,480
0.04% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
19,148
shares
|
$557,015
0.04% of portfolio
|
Q2 2025
Reduced 5.49%
|