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 1,603 institutions that hold shares in the stock, with a total of 815 Million shares, which have been reported (via 13F filing form) to have a value of $25.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
518,105
shares
|
$16.1 Million
1.22% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
517,010
shares
|
$16.1 Million
4.4% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
516,338
shares
|
$16.1 Million
1.73% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
508,661
shares
|
$15.8 Million
0.34% of portfolio
|
Q2 2025
Added 70.23%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
508,041
shares
|
$15.8 Million
1.04% of portfolio
|
Q2 2025
Added 10.02%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
507,648
shares
|
$15.8 Million
8.08% of portfolio
|
Q2 2025
Added 20.07%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
503,305
shares
|
$15.7 Million
2.73% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
502,740
shares
|
$15.6 Million
7.47% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Aug 05, 2025 Q2 2025 |
498,917
shares
|
$15.5 Million
11.35% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
497,507
shares
|
$15.5 Million
0.84% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
496,204
shares
|
$15.4 Million
0.27% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
494,318
shares
|
$15.4 Million
3.64% of portfolio
|
Q2 2025
Added 26.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
493,656
shares
|
$15.4 Million
0.4% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
491,814
shares
|
$15.3 Million
0.2% of portfolio
|
Q2 2025
Added 201.07%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
485,749
shares
|
$15.1 Million
0.25% of portfolio
|
Q2 2025
Added 31.36%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
480,621
shares
|
$14.9 Million
9.2% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
480,479
shares
|
$14.9 Million
0.13% of portfolio
|
Q1 2025
Added 298.39%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 14, 2025 Q2 2025 |
478,458
shares
|
$14.9 Million
3.25% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
478,119
shares
|
$14.9 Million
1.11% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
477,224
shares
|
$14.8 Million
9.97% of portfolio
|
Q2 2025
Added 30.01%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
475,708
shares
|
$14.8 Million
0.02% of portfolio
|
Q2 2025
Added 100.44%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
471,394
shares
|
$14.7 Million
6.77% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
469,935
shares
|
$14.6 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
465,870
shares
|
$14.5 Million
0.6% of portfolio
|
Q2 2025
Added 1083.52%
|
|
|
Gpm Growth Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
465,025
shares
|
$14.5 Million
5.62% of portfolio
|
Q2 2025
Added 0.54%
|