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 |
|---|---|---|---|---|---|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
5,077,667
shares
|
$158 Million
24.34% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
4,863,412
shares
|
$151 Million
0.19% of portfolio
|
Q2 2025
Added 19.11%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
4,814,801
shares
|
$150 Million
5.55% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
4,795,625
shares
|
$149 Million
21.92% of portfolio
|
Q2 2025
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
4,626,680
shares
|
$144 Million
0.99% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,311,747
shares
|
$134 Million
21.14% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,842,162
shares
|
$119 Million
0.02% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
3,765,364
shares
|
$117 Million
13.24% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
3,651,154
shares
|
$114 Million
1.14% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,330,123
shares
|
$104 Million
0.19% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
3,208,414
shares
|
$99.8 Million
0.23% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,181,896
shares
|
$99 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,144,561
shares
|
$97.8 Million
0.17% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,119,923
shares
|
$97 Million
0.17% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
Jul 23, 2025 Q2 2025 |
3,118,407
shares
|
$97 Million
29.21% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jul 21, 2025 Q2 2025 |
3,088,420
shares
|
$96 Million
16.95% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,079,130
shares
|
$95.8 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
3,045,218
shares
|
$94.7 Million
16.61% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
3,041,261
shares
|
$94.6 Million
0.27% of portfolio
|
Q2 2025
Reduced 16.28%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
2,959,493
shares
|
$92 Million
17.13% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
2,951,085
shares
|
$91.8 Million
5.5% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,876,034
shares
|
$89.4 Million
0.02% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
2,793,121
shares
|
$86.9 Million
0.75% of portfolio
|
Q2 2025
Added 27.95%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
2,384,385
shares
|
$74.2 Million
0.78% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
2,290,663
shares
|
$71.2 Million
13.03% of portfolio
|
Q4 2024
Added 395.25%
|