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 |
|---|---|---|---|---|---|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
291,723
shares
|
$8.66 Million
2.46% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
289,897
shares
|
$8.61 Million
1.13% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
289,727
shares
|
$8.6 Million
2.93% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
289,550
shares
|
$8.6 Million
2.46% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Polianta LTD
|
Jul 10, 2025 Q2 2025 |
288,500
shares
|
$8.57 Million
3.63% of portfolio
|
Q2 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
284,264
shares
|
$8.44 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
|
$8.39 Million
13.65% of portfolio
|
Q2 2023
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
282,250
shares
|
$8.38 Million
4.4% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
280,917
shares
|
$8.34 Million
0.02% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
275,488
shares
|
$8.18 Million
5.19% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
272,990
shares
|
$8.11 Million
2.98% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
272,250
shares
|
$8.08 Million
0.05% of portfolio
|
Q2 2025
Added 185.63%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
271,557
shares
|
$8.06 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
270,971
shares
|
$8.05 Million
0.25% of portfolio
|
Q2 2025
Added 15.39%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
270,325
shares
|
$8.03 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
269,725
shares
|
$8.01 Million
0.07% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
269,413
shares
|
$8 Million
0.97% of portfolio
|
Q2 2025
Added 84.5%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
268,831
shares
|
$7.98 Million
0.25% of portfolio
|
Q2 2025
Reduced 25.37%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
267,194
shares
|
$7.93 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
265,289
shares
|
$7.88 Million
0.93% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
264,923
shares
|
$7.87 Million
5.35% of portfolio
|
Q2 2025
New holding
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
263,704
shares
|
$7.83 Million
3.17% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
262,358
shares
|
$7.79 Million
2.62% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
258,289
shares
|
$7.67 Million
0.22% of portfolio
|
Q1 2025
Reduced 13.78%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
253,670
shares
|
$7.53 Million
1.61% of portfolio
|
Q2 2025
Reduced 0.4%
|