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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
253,136
shares
|
$7.52 Million
3.8% of portfolio
|
Q1 2025
Added 8.55%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
250,894
shares
|
$7.45 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
250,532
shares
|
$7.44 Million
0.1% of portfolio
|
Q1 2025
Reduced 31.98%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
250,418
shares
|
$7.43 Million
0.07% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
248,317
shares
|
$7.37 Million
1.01% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
246,963
shares
|
$7.33 Million
0.06% of portfolio
|
Q1 2025
Reduced 17.77%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
240,473
shares
|
$7.14 Million
0.79% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
239,860
shares
|
$7.12 Million
1.15% of portfolio
|
Q2 2025
Added 11.99%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
239,701
shares
|
$7.12 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
238,750
shares
|
$7.09 Million
3.25% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
237,330
shares
|
$7.05 Million
0.01% of portfolio
|
Q1 2025
Added 26.42%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
230,380
shares
|
$6.84 Million
1.57% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
228,525
shares
|
$6.78 Million
0.02% of portfolio
|
Q1 2025
Reduced 28.44%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
227,515
shares
|
$6.75 Million
0.22% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
226,496
shares
|
$6.72 Million
2.63% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
226,325
shares
|
$6.72 Million
0.09% of portfolio
|
Q1 2025
Added 409.97%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
224,588
shares
|
$6.67 Million
0.67% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
222,461
shares
|
$6.6 Million
0.31% of portfolio
|
Q1 2025
Added 17.22%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
221,756
shares
|
$6.58 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
221,489
shares
|
$6.58 Million
2.36% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
220,638
shares
|
$6.55 Million
1.32% of portfolio
|
Q2 2025
Added 4.48%
|