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 |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
9,496
shares
|
$276,238
0.02% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
9,490
shares
|
$276,064
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
9,487
shares
|
$275,976
0.29% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
9,484
shares
|
$275,889
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
9,464
shares
|
$275,307
0.03% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
9,458
shares
|
$275,133
0.15% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
9,412
shares
|
$273,795
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
9,376
shares
|
$272,747
0.08% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
9,278
shares
|
$269,897
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
9,185
shares
|
$267,191
0.04% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
9,137
shares
|
$265,795
0.05% of portfolio
|
Q4 2024
Added 300.04%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
9,134
shares
|
$265,708
0.03% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
9,132
shares
|
$265,649
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
9,122
shares
|
$265,358
0.08% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
9,101
shares
|
$264,748
0.18% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
9,073
shares
|
$263,933
0.21% of portfolio
|
Q1 2025
Added 17.68%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
9,065
shares
|
$263,700
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
9,052
shares
|
$263,322
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
9,008
shares
|
$262,042
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
8,992
shares
|
$261,577
0.05% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
8,984
shares
|
$261,344
0.12% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,946
shares
|
$260,239
0.04% of portfolio
|
Q4 2022
Reduced 70.8%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
8,860
shares
|
$257,737
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
8,849
shares
|
$257,417
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
8,829
shares
|
$256,835
0.12% of portfolio
|
Q1 2025
Reduced 55.32%
|