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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
409,139
shares
|
$12.7 Million
0.2% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
408,818
shares
|
$12.7 Million
2.16% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
408,031
shares
|
$12.7 Million
5.57% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
405,091
shares
|
$12.6 Million
0.55% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
402,260
shares
|
$12.5 Million
8.9% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
401,217
shares
|
$12.5 Million
1.53% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
397,164
shares
|
$12.4 Million
3.78% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
394,811
shares
|
$12.3 Million
1.91% of portfolio
|
Q2 2025
Added 15.81%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
393,347
shares
|
$12.2 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
391,704
shares
|
$12.2 Million
10.25% of portfolio
|
Q2 2025
Added 13.7%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
390,729
shares
|
$12.2 Million
8.29% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
390,296
shares
|
$12.1 Million
7.6% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
385,585
shares
|
$12 Million
9.49% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
379,914
shares
|
$11.8 Million
0.43% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
378,784
shares
|
$11.8 Million
3.6% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
374,789
shares
|
$11.7 Million
6.79% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
368,734
shares
|
$11.5 Million
2.38% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
367,653
shares
|
$11.4 Million
0.23% of portfolio
|
Q2 2025
Added 16.86%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
364,149
shares
|
$11.3 Million
1.44% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
350,744
shares
|
$10.9 Million
0.02% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
345,340
shares
|
$10.7 Million
0.48% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Aug 06, 2025 Q2 2025 |
343,176
shares
|
$10.7 Million
8.48% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
342,826
shares
|
$10.7 Million
4.49% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
340,289
shares
|
$10.6 Million
0.05% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
339,896
shares
|
$10.6 Million
4.67% of portfolio
|
Q2 2025
Reduced 0.1%
|