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 1,539 institutions that hold shares in the stock, with a total of 756 Million shares, which have been reported (via 13F filing form) to have a value of $22.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
329,372
shares
|
$9.78 Million
1.97% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
327,345
shares
|
$9.72 Million
4.24% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
327,066
shares
|
$9.71 Million
0.03% of portfolio
|
Q2 2025
Added 688.3%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
324,115
shares
|
$9.62 Million
4.42% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
May 14, 2025 Q1 2025 |
323,661
shares
|
$9.61 Million
4.19% of portfolio
|
Q1 2025
Reduced 12.7%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
323,545
shares
|
$9.61 Million
1.17% of portfolio
|
Q2 2023
Reduced 1.02%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
322,645
shares
|
$9.58 Million
3.19% of portfolio
|
Q2 2025
Reduced 14.3%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
322,359
shares
|
$9.57 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
|
$9.57 Million
2.2% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
319,297
shares
|
$9.48 Million
0.26% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
315,531
shares
|
$9.37 Million
3.19% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
314,616
shares
|
$9.34 Million
0.25% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
310,519
shares
|
$9.22 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
309,196
shares
|
$9.18 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
308,791
shares
|
$9.17 Million
0.13% of portfolio
|
Q1 2025
Added 30.78%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
307,639
shares
|
$9.13 Million
0.88% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
307,618
shares
|
$9.13 Million
2.04% of portfolio
|
Q2 2025
Reduced 56.42%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
304,835
shares
|
$9.05 Million
1.55% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
304,611
shares
|
$9.04 Million
0.7% of portfolio
|
Q4 2023
Added 2.27%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
304,022
shares
|
$9.03 Million
2.83% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
302,617
shares
|
$8.98 Million
2.16% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
302,351
shares
|
$8.98 Million
0.44% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
301,457
shares
|
$8.95 Million
6.1% of portfolio
|
Q1 2025
Added 45.21%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
300,439
shares
|
$8.92 Million
0.83% of portfolio
|
Q1 2023
Reduced 3.8%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
300,028
shares
|
$8.91 Million
2.51% of portfolio
|
Q2 2025
New holding
|