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 |
|---|---|---|---|---|---|
|
Paragon Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
8,755
shares
|
$254,682
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
8,722
shares
|
$253,722
0.07% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
8,622
shares
|
$250,813
0.05% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
8,617
shares
|
$250,668
0.13% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
8,587
shares
|
$249,795
0.26% of portfolio
|
Q4 2022
Added 0.62%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
8,553
shares
|
$248,806
0.06% of portfolio
|
Q1 2025
Reduced 15.41%
|
|
|
Bnc Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
8,518
shares
|
$247,788
0.08% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
8,480
shares
|
$246,683
0.01% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
8,464
shares
|
$246,217
0.0% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
8,456
shares
|
$245,985
0.06% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
8,435
shares
|
$245,374
0.13% of portfolio
|
Q1 2023
Reduced 4.15%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
8,424
shares
|
$245,054
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
8,411
shares
|
$244,675
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
8,408
shares
|
$244,588
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
8,400
shares
|
$244,356
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
8,377
shares
|
$243,686
0.07% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
8,367
shares
|
$243,396
0.08% of portfolio
|
Q1 2025
Added 167.49%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
8,309
shares
|
$241,708
0.04% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
8,288
shares
|
$241,097
0.0% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
May 22, 2025 Q1 2025 |
8,253
shares
|
$240,079
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
8,240
shares
|
$239,701
0.12% of portfolio
|
Q4 2022
Added 1.48%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
8,232
shares
|
$239,468
0.1% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
8,194
shares
|
$238,363
0.18% of portfolio
|
Q2 2025
Added 52.96%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
8,176
shares
|
$237,839
0.04% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
8,141
shares
|
$236,821
0.02% of portfolio
|
Q2 2025
Added 0.1%
|