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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
309,196
shares
|
$9.62 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
307,618
shares
|
$9.57 Million
2.04% of portfolio
|
Q2 2025
Reduced 56.42%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
304,835
shares
|
$9.48 Million
1.55% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
304,611
shares
|
$9.47 Million
0.7% of portfolio
|
Q4 2023
Added 2.27%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
304,022
shares
|
$9.46 Million
2.83% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
302,617
shares
|
$9.41 Million
2.16% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
301,073
shares
|
$9.36 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
300,439
shares
|
$9.34 Million
0.83% of portfolio
|
Q1 2023
Reduced 3.8%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
300,028
shares
|
$9.33 Million
2.51% of portfolio
|
Q2 2025
New holding
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
299,859
shares
|
$9.33 Million
1.18% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
298,095
shares
|
$9.27 Million
1.7% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
294,260
shares
|
$9.15 Million
3.55% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
291,723
shares
|
$9.07 Million
2.46% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
289,897
shares
|
$9.02 Million
1.13% of portfolio
|
Q2 2025
New holding
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
289,841
shares
|
$9.01 Million
5.76% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Polianta LTD
|
Jul 10, 2025 Q2 2025 |
288,500
shares
|
$8.97 Million
3.63% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
287,889
shares
|
$8.95 Million
3.22% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
284,961
shares
|
$8.86 Million
1.08% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
284,264
shares
|
$8.84 Million
2.16% of portfolio
|
Q2 2025
Added 2848.49%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
282,450
shares
|
$8.78 Million
13.65% of portfolio
|
Q2 2023
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
282,250
shares
|
$8.78 Million
4.4% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
280,917
shares
|
$8.74 Million
0.02% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
272,990
shares
|
$8.49 Million
2.98% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
272,751
shares
|
$8.48 Million
2.99% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
272,484
shares
|
$8.47 Million
0.33% of portfolio
|
Q2 2025
Added 1.98%
|