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 |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
184,773
shares
|
$5.75 Million
0.39% of portfolio
|
Q2 2025
Added 55.49%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
182,707
shares
|
$5.68 Million
0.37% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
182,000
shares
|
$5.66 Million
1.55% of portfolio
|
Q2 2025
Added 11.1%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
180,704
shares
|
$5.62 Million
2.74% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Von Berge Wealth Management Group, LLC
|
Jul 24, 2025 Q2 2025 |
179,350
shares
|
$5.58 Million
3.03% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
178,318
shares
|
$5.55 Million
0.13% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
176,241
shares
|
$5.48 Million
0.48% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
175,944
shares
|
$5.47 Million
0.08% of portfolio
|
Q2 2025
Added 124.83%
|
|
|
Eagle Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
173,759
shares
|
$5.41 Million
2.23% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
172,989
shares
|
$5.38 Million
1.7% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
171,905
shares
|
$5.35 Million
0.13% of portfolio
|
Q2 2025
Added 17.75%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
171,358
shares
|
$5.33 Million
2.0% of portfolio
|
Q2 2025
Added 98.35%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
170,568
shares
|
$5.31 Million
2.08% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Jul 30, 2025 Q2 2025 |
170,416
shares
|
$5.3 Million
2.67% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
169,906
shares
|
$5.29 Million
2.12% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
169,894
shares
|
$5.29 Million
1.18% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
169,889
shares
|
$5.29 Million
0.56% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
169,398
shares
|
$5.27 Million
0.32% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
167,913
shares
|
$5.22 Million
0.38% of portfolio
|
Q2 2025
Added 17.69%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
166,666
shares
|
$5.18 Million
0.7% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Aug 27, 2025 Q2 2025 |
166,585
shares
|
$5.18 Million
3.04% of portfolio
|
Q2 2025
Added 40.54%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
165,707
shares
|
$5.16 Million
0.62% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
164,714
shares
|
$5.12 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
164,631
shares
|
$5.12 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
162,255
shares
|
$5.05 Million
2.05% of portfolio
|
Q2 2025
Added 4.31%
|