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 |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
272,250
shares
|
$8.47 Million
0.05% of portfolio
|
Q2 2025
Added 185.63%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
270,971
shares
|
$8.43 Million
0.25% of portfolio
|
Q2 2025
Added 15.39%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
269,413
shares
|
$8.38 Million
0.97% of portfolio
|
Q2 2025
Added 84.5%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
268,831
shares
|
$8.36 Million
0.25% of portfolio
|
Q2 2025
Reduced 25.37%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
268,635
shares
|
$8.35 Million
0.11% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
264,923
shares
|
$8.24 Million
5.35% of portfolio
|
Q2 2025
New holding
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
264,699
shares
|
$8.23 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
263,704
shares
|
$8.2 Million
3.17% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
263,300
shares
|
$8.19 Million
1.41% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
263,011
shares
|
$8.18 Million
0.08% of portfolio
|
Q2 2025
Added 21.86%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
261,030
shares
|
$8.12 Million
2.78% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
260,969
shares
|
$8.12 Million
4.0% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
259,017
shares
|
$8.06 Million
0.19% of portfolio
|
Q2 2025
Added 192.28%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
256,756
shares
|
$7.99 Million
1.38% of portfolio
|
Q2 2025
Added 23.28%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
256,495
shares
|
$7.98 Million
0.27% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
253,670
shares
|
$7.89 Million
1.61% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
252,645
shares
|
$7.86 Million
0.1% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
251,880
shares
|
$7.83 Million
0.16% of portfolio
|
Q2 2025
Added 96.21%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
249,920
shares
|
$7.77 Million
2.13% of portfolio
|
Q2 2025
Added 73.49%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
248,317
shares
|
$7.72 Million
1.01% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Aug 07, 2025 Q2 2025 |
247,157
shares
|
$7.69 Million
4.75% of portfolio
|
Q2 2025
Added 90103.28%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
243,686
shares
|
$7.58 Million
0.06% of portfolio
|
Q2 2025
Added 48.4%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
243,416
shares
|
$7.57 Million
2.19% of portfolio
|
Q2 2025
New holding
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Aug 11, 2025 Q2 2025 |
241,854
shares
|
$7.52 Million
6.22% of portfolio
|
Q2 2025
Added 72.59%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
240,841
shares
|
$7.49 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.82%
|