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 1,498 institutions that hold shares in the stock, with a total of 739 Million shares, which have been reported (via 13F filing form) to have a value of $20.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
48,260,555
shares
|
$1.33 Billion
0.4% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
41,221,209
shares
|
$1.14 Billion
1.38% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
40,450,598
shares
|
$1.11 Billion
11.8% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
38,186,941
shares
|
$1.05 Billion
2.06% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
24,607,170
shares
|
$678 Million
0.25% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
17,660,027
shares
|
$487 Million
1.05% of portfolio
|
Q4 2024
Reduced 18.9%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
17,277,037
shares
|
$476 Million
0.74% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
15,477,880
shares
|
$427 Million
0.11% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
14,887,267
shares
|
$410 Million
13.27% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
14,822,162
shares
|
$408 Million
0.14% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
10,171,352
shares
|
$280 Million
11.01% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
9,553,769
shares
|
$263 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
9,339,176
shares
|
$257 Million
0.48% of portfolio
|
Q1 2025
Added 27.86%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
8,301,684
shares
|
$229 Million
2.6% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
8,250,812
shares
|
$227 Million
0.17% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
7,669,877
shares
|
$211 Million
0.02% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
7,614,284
shares
|
$210 Million
0.27% of portfolio
|
Q1 2025
Added 70.78%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
7,213,032
shares
|
$199 Million
0.72% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
7,065,460
shares
|
$195 Million
0.59% of portfolio
|
Q1 2025
Added 12.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,958,280
shares
|
$192 Million
0.01% of portfolio
|
Q1 2025
Added 16.01%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
6,685,573
shares
|
$184 Million
10.49% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
5,487,959
shares
|
$151 Million
0.76% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
5,301,276
shares
|
$146 Million
1.86% of portfolio
|
Q1 2025
Added 10.41%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
5,048,098
shares
|
$139 Million
0.79% of portfolio
|
Q1 2025
Added 22.17%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
4,788,212
shares
|
$132 Million
23.12% of portfolio
|
Q1 2025
Reduced 6.64%
|