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 |
|---|---|---|---|---|---|
|
Seascape Capital Management
Portsmouth, NH |
Jul 14, 2025 Q2 2025 |
11,544
shares
|
$335,814
0.11% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
11,476
shares
|
$333,836
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
11,468
shares
|
$333,604
0.01% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
11,421
shares
|
$332,236
0.22% of portfolio
|
Q1 2025
Added 267.94%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
11,337
shares
|
$329,793
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
11,308
shares
|
$328,949
0.18% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
11,308
shares
|
$328,949
0.03% of portfolio
|
Q1 2025
Added 14.71%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
11,282
shares
|
$328,193
0.15% of portfolio
|
Q2 2025
Reduced 15.58%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
11,231
shares
|
$326,709
0.11% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
11,193
shares
|
$325,604
0.07% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
11,183
shares
|
$325,313
0.05% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Jul 18, 2025 Q2 2025 |
11,171
shares
|
$324,964
0.28% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
11,100
shares
|
$322,899
0.29% of portfolio
|
Q2 2023
Added 326.92%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
11,070
shares
|
$322,026
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
11,061
shares
|
$321,764
0.13% of portfolio
|
Q1 2025
Reduced 10.87%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
11,057
shares
|
$321,648
0.0% of portfolio
|
Q1 2025
Added 26.8%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
11,003
shares
|
$320,077
0.01% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
10,997
shares
|
$319,902
0.35% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
10,946
shares
|
$318,419
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
10,943
shares
|
$318,331
0.06% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
10,924
shares
|
$317,779
0.46% of portfolio
|
Q2 2022
Added 19.02%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
10,896
shares
|
$316,964
0.08% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
10,834
shares
|
$315,161
0.1% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
10,740
shares
|
$312,426
0.09% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
10,735
shares
|
$312,281
0.04% of portfolio
|
Q1 2025
New holding
|