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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
4,008
shares
|
$116,592
0.02% of portfolio
|
Q1 2025
Added 234.0%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,972
shares
|
$115,545
0.15% of portfolio
|
Q2 2022
Reduced 0.48%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
3,912
shares
|
$113,800
0.06% of portfolio
|
Q1 2025
Added 26.93%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
3,824
shares
|
$111,240
0.07% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,812
shares
|
$110,891
0.03% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
3,784
shares
|
$110,076
0.02% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
3,760
shares
|
$109,378
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
3,746
shares
|
$108,971
0.11% of portfolio
|
Q4 2023
Added 0.13%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,744
shares
|
$108,912
0.13% of portfolio
|
Q1 2024
Added 41.6%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
3,716
shares
|
$108,098
0.01% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
3,705
shares
|
$107,778
0.01% of portfolio
|
Q1 2025
Added 17.47%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,690
shares
|
$107,342
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
3,569
shares
|
$103,822
0.07% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
3,476
shares
|
$101,116
0.0% of portfolio
|
Q2 2025
Reduced 22.08%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
3,402
shares
|
$98,964
0.03% of portfolio
|
Q1 2025
Reduced 17.11%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,371
shares
|
$98,062
0.0% of portfolio
|
Q2 2024
Added 54.42%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,282
shares
|
$95,473
0.02% of portfolio
|
Q3 2023
Reduced 15.04%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
3,260
shares
|
$94,833
0.03% of portfolio
|
Q4 2024
Added 199.08%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
3,229
shares
|
$93,931
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
3,212
shares
|
$93,437
0.0% of portfolio
|
Q1 2025
Reduced 32.41%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,206
shares
|
$93,262
0.06% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
3,128
shares
|
$90,993
0.0% of portfolio
|
Q1 2025
Added 29.9%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
3,123
shares
|
$90,848
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
3,032
shares
|
$88,200
0.04% of portfolio
|
Q4 2024
Added 226.02%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
3,000
shares
|
$87,270
0.05% of portfolio
|
Q1 2025
New holding
|