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 |
|---|---|---|---|---|---|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
19,107
shares
|
$555,822
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
19,049
shares
|
$554,135
0.04% of portfolio
|
Q1 2025
Reduced 29.07%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
19,003
shares
|
$552,797
0.21% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
18,969
shares
|
$551,808
0.37% of portfolio
|
Q1 2025
Added 18.6%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
18,740
shares
|
$545,146
0.1% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
18,625
shares
|
$541,801
0.07% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
18,560
shares
|
$539,910
0.04% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
18,543
shares
|
$539,415
0.25% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
18,389
shares
|
$534,936
0.01% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
18,286
shares
|
$531,939
0.2% of portfolio
|
Q4 2024
Added 299.96%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
18,216
shares
|
$529,903
0.21% of portfolio
|
Q1 2025
Added 52.02%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
18,192
shares
|
$529,205
0.01% of portfolio
|
Q1 2025
Added 13.23%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
18,114
shares
|
$526,936
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
17,948
shares
|
$522,107
0.03% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
17,936
shares
|
$521,758
0.09% of portfolio
|
Q1 2025
Added 24.56%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
17,875
shares
|
$519,983
0.02% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
17,787
shares
|
$517,423
0.06% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
17,762
shares
|
$516,696
0.18% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
17,609
shares
|
$512,245
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
17,527
shares
|
$509,860
0.09% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
17,464
shares
|
$508,027
0.06% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
17,456
shares
|
$507,795
0.03% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
17,358
shares
|
$504,944
0.25% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
17,315
shares
|
$503,693
0.19% of portfolio
|
Q2 2025
Reduced 15.49%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
17,168
shares
|
$499,417
0.25% of portfolio
|
Q2 2025
Added 0.01%
|