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 |
|---|---|---|---|---|---|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
10,715
shares
|
$311,699
0.09% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
10,711
shares
|
$311,582
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
10,688
shares
|
$310,913
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
10,642
shares
|
$309,575
0.38% of portfolio
|
Q3 2023
Added 0.01%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
10,623
shares
|
$309,023
0.13% of portfolio
|
Q4 2024
Added 343.18%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
10,600
shares
|
$308,354
0.07% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
10,588
shares
|
$308,004
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
10,573
shares
|
$307,568
0.07% of portfolio
|
Q1 2025
Added 39.63%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,552
shares
|
$306,957
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
10,551
shares
|
$306,928
0.14% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
10,541
shares
|
$306,637
0.03% of portfolio
|
Q1 2025
Added 40.08%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
May 05, 2025 Q1 2025 |
10,526
shares
|
$306,201
0.14% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
10,518
shares
|
$305,968
1.25% of portfolio
|
Q4 2023
Reduced 2.42%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
10,512
shares
|
$305,794
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
10,510
shares
|
$305,735
0.1% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
10,499
shares
|
$305,415
0.02% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
10,363
shares
|
$301,459
0.29% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
10,342
shares
|
$300,848
0.07% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
10,306
shares
|
$299,801
0.08% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
10,292
shares
|
$299,394
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
10,248
shares
|
$298,114
0.1% of portfolio
|
Q1 2025
Reduced 32.63%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
10,218
shares
|
$297,241
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
10,170
shares
|
$295,845
0.09% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
10,141
shares
|
$295,001
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
10,000
shares
|
$290,900
0.02% of portfolio
|
Q4 2024
Added 300.0%
|