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 |
|---|---|---|---|---|---|
|
Mc Carthy Asset Management, Inc.
|
Jul 31, 2025 Q2 2025 |
339,849
shares
|
$10.6 Million
7.92% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
337,235
shares
|
$10.5 Million
4.07% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
336,226
shares
|
$10.5 Million
4.92% of portfolio
|
Q2 2025
Reduced 11.33%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
335,988
shares
|
$10.4 Million
0.08% of portfolio
|
Q2 2025
Added 36.05%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
335,303
shares
|
$10.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 35.61%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
334,271
shares
|
$10.4 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
332,453
shares
|
$10.3 Million
2.68% of portfolio
|
Q2 2025
Added 3873.38%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
329,500
shares
|
$10.2 Million
3.32% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
329,372
shares
|
$10.2 Million
1.97% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
328,281
shares
|
$10.2 Million
0.29% of portfolio
|
Q2 2025
Added 27.1%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
327,345
shares
|
$10.2 Million
4.24% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
327,066
shares
|
$10.2 Million
0.03% of portfolio
|
Q2 2025
Added 688.3%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Aug 13, 2025 Q2 2025 |
326,121
shares
|
$10.1 Million
7.1% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Aug 08, 2025 Q2 2025 |
324,839
shares
|
$10.1 Million
7.61% of portfolio
|
Q2 2025
Reduced 28.27%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
324,212
shares
|
$10.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
324,115
shares
|
$10.1 Million
4.42% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
323,545
shares
|
$10.1 Million
1.17% of portfolio
|
Q2 2023
Reduced 1.02%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
322,645
shares
|
$10 Million
3.19% of portfolio
|
Q2 2025
Reduced 14.3%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
322,359
shares
|
$10 Million
2.2% of portfolio
|
Q2 2025
Added 69.69%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
322,359
shares
|
$10 Million
2.2% of portfolio
|
Q2 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
321,326
shares
|
$9.99 Million
0.99% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Bishop & CO Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
318,001
shares
|
$9.89 Million
3.34% of portfolio
|
Q2 2025
Added 54.82%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
317,729
shares
|
$9.88 Million
0.29% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
315,531
shares
|
$9.81 Million
3.19% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
312,194
shares
|
$9.71 Million
0.93% of portfolio
|
Q2 2025
Added 0.54%
|