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 |
|---|---|---|---|---|---|
|
Guerra Advisors Inc
Miami, FL |
Aug 12, 2025 Q2 2025 |
462,928
shares
|
$14.4 Million
6.39% of portfolio
|
Q2 2025
Added 17.24%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
457,616
shares
|
$14.2 Million
0.18% of portfolio
|
Q2 2025
Added 18.03%
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
456,460
shares
|
$14.2 Million
2.38% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Jul 24, 2025 Q2 2025 |
453,667
shares
|
$14.1 Million
13.86% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Aug 11, 2025 Q2 2025 |
453,421
shares
|
$14.1 Million
12.38% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
450,756
shares
|
$14 Million
1.78% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
448,510
shares
|
$13.9 Million
1.33% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Aug 11, 2025 Q2 2025 |
446,208
shares
|
$13.9 Million
6.61% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
444,273
shares
|
$13.8 Million
9.13% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
443,719
shares
|
$13.8 Million
0.23% of portfolio
|
Q2 2025
Added 246.24%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
442,843
shares
|
$13.8 Million
0.09% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
441,341
shares
|
$13.7 Million
5.91% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
441,275
shares
|
$13.7 Million
0.31% of portfolio
|
Q2 2025
Reduced 51.48%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
440,034
shares
|
$13.7 Million
1.51% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Aug 12, 2025 Q2 2025 |
436,018
shares
|
$13.6 Million
5.98% of portfolio
|
Q2 2025
Added 34.71%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
431,970
shares
|
$13.4 Million
4.29% of portfolio
|
Q1 2025
Reduced 22.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
428,616
shares
|
$13.3 Million
0.25% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
426,592
shares
|
$13.3 Million
1.57% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
424,116
shares
|
$13.2 Million
7.93% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
423,186
shares
|
$13.2 Million
0.18% of portfolio
|
Q2 2025
Added 86.98%
|
|
|
Schaeffer Financial LLC
|
Jul 18, 2025 Q2 2025 |
421,355
shares
|
$13.1 Million
12.03% of portfolio
|
Q2 2025
Added 41.26%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
417,929
shares
|
$13 Million
4.89% of portfolio
|
Q2 2025
New holding
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
414,629
shares
|
$12.9 Million
19.88% of portfolio
|
Q1 2023
Added 0.51%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
412,394
shares
|
$12.8 Million
3.74% of portfolio
|
Q2 2025
Reduced 22.09%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
412,349
shares
|
$12.8 Million
0.35% of portfolio
|
Q2 2025
Added 29.14%
|