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 $25.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
134,549
shares
|
$4.19 Million
0.29% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
134,542
shares
|
$4.19 Million
1.52% of portfolio
|
Q2 2024
Reduced 9.56%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
133,152
shares
|
$4.14 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
133,012
shares
|
$4.14 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
132,969
shares
|
$4.14 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Sep 02, 2025 Q2 2025 |
132,585
shares
|
$4.12 Million
2.47% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
132,201
shares
|
$4.11 Million
0.13% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
130,447
shares
|
$4.06 Million
0.11% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Aug 07, 2025 Q2 2025 |
129,888
shares
|
$4.04 Million
1.02% of portfolio
|
Q2 2025
Reduced 73.97%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
129,814
shares
|
$4.04 Million
1.27% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
129,510
shares
|
$4.03 Million
0.16% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
128,673
shares
|
$4 Million
0.09% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
128,257
shares
|
$3.99 Million
0.35% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
128,001
shares
|
$3.98 Million
2.09% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
127,672
shares
|
$3.97 Million
1.24% of portfolio
|
Q2 2025
Added 319.77%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
127,376
shares
|
$3.96 Million
0.76% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
127,373
shares
|
$3.96 Million
0.93% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
126,368
shares
|
$3.93 Million
0.3% of portfolio
|
Q3 2022
Added 3.35%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
126,235
shares
|
$3.93 Million
1.14% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
125,023
shares
|
$3.89 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
124,680
shares
|
$3.88 Million
2.07% of portfolio
|
Q2 2025
Reduced 29.21%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
123,997
shares
|
$3.86 Million
0.32% of portfolio
|
Q2 2025
Reduced 27.5%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
123,983
shares
|
$3.86 Million
1.95% of portfolio
|
Q2 2025
Reduced 52.91%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
122,524
shares
|
$3.81 Million
0.27% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
122,059
shares
|
$3.8 Million
0.74% of portfolio
|
Q2 2025
Added 13.28%
|