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 1,526 institutions that hold shares in the stock, with a total of 749 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 |
|---|---|---|---|---|---|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
15,792
shares
|
$459,389
0.07% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
15,664
shares
|
$455,665
0.03% of portfolio
|
Q1 2025
Added 12.42%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
15,544
shares
|
$452,174
0.05% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
15,419
shares
|
$448,538
0.04% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
15,246
shares
|
$443,506
0.0% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
15,200
shares
|
$442,168
0.06% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
15,180
shares
|
$441,586
0.1% of portfolio
|
Q2 2025
Added 42.62%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
15,163
shares
|
$441,091
0.43% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
15,138
shares
|
$440,364
0.08% of portfolio
|
Q2 2025
Reduced 75.24%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
15,137
shares
|
$440,335
0.33% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
15,136
shares
|
$440,306
0.29% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
15,066
shares
|
$438,269
0.03% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
15,064
shares
|
$438,211
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
15,060
shares
|
$438,095
0.02% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
15,038
shares
|
$437,455
0.18% of portfolio
|
Q1 2025
Reduced 14.81%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
14,937
shares
|
$434,517
0.57% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
14,876
shares
|
$432,742
0.09% of portfolio
|
Q4 2024
Added 301.4%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
14,862
shares
|
$432,335
0.23% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
14,849
shares
|
$431,957
0.13% of portfolio
|
Q2 2025
Reduced 30.42%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
14,781
shares
|
$429,979
0.07% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
14,778
shares
|
$429,892
0.05% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
14,674
shares
|
$426,866
0.07% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
14,635
shares
|
$425,732
0.06% of portfolio
|
Q3 2024
Reduced 78.89%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
14,615
shares
|
$425,150
0.23% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
14,602
shares
|
$424,772
0.03% of portfolio
|
Q4 2024
Added 299.95%
|