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 |
|---|---|---|---|---|---|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
14,569
shares
|
$423,812
0.04% of portfolio
|
Q4 2024
Added 332.83%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
14,567
shares
|
$423,754
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
14,429
shares
|
$419,739
0.09% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
14,406
shares
|
$419,070
0.06% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
14,309
shares
|
$416,248
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
14,221
shares
|
$413,688
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
14,216
shares
|
$413,543
0.03% of portfolio
|
Q2 2025
Reduced 26.45%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
14,216
shares
|
$413,543
0.01% of portfolio
|
Q1 2025
Reduced 55.17%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
14,130
shares
|
$411,041
0.13% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
14,100
shares
|
$410,169
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
14,100
shares
|
$410,169
0.12% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
14,076
shares
|
$409,470
0.04% of portfolio
|
Q1 2025
Added 124.43%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
14,075
shares
|
$409,441
0.3% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
14,040
shares
|
$408,423
0.27% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
13,983
shares
|
$406,765
0.01% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
13,936
shares
|
$405,398
0.23% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
13,845
shares
|
$402,751
0.01% of portfolio
|
Q1 2025
Added 12.4%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
13,844
shares
|
$402,721
0.01% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
13,824
shares
|
$402,140
0.51% of portfolio
|
Q4 2024
Reduced 77.17%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
13,797
shares
|
$401,354
0.21% of portfolio
|
Q1 2025
Added 3437.69%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
13,758
shares
|
$400,220
0.08% of portfolio
|
Q4 2022
Reduced 2.15%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
13,720
shares
|
$399,114
0.22% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
13,716
shares
|
$398,998
0.07% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
13,679
shares
|
$397,922
0.15% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
13,652
shares
|
$397,136
0.08% of portfolio
|
Q4 2024
Added 380.7%
|