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 |
|---|---|---|---|---|---|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
107,939
shares
|
$3.36 Million
0.23% of portfolio
|
Q2 2025
Reduced 33.01%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
106,850
shares
|
$3.32 Million
0.01% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
106,836
shares
|
$3.32 Million
2.68% of portfolio
|
Q2 2025
Added 19.93%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
106,484
shares
|
$3.31 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
106,229
shares
|
$3.3 Million
1.54% of portfolio
|
Q3 2022
Added 1.29%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
106,054
shares
|
$3.3 Million
0.22% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
105,847
shares
|
$3.29 Million
1.69% of portfolio
|
Q2 2025
Reduced 78.9%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
105,121
shares
|
$3.27 Million
0.13% of portfolio
|
Q2 2025
Added 11.53%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
104,728
shares
|
$3.26 Million
1.67% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
104,211
shares
|
$3.24 Million
0.35% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
104,185
shares
|
$3.24 Million
1.64% of portfolio
|
Q2 2025
Added 1055.81%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
102,232
shares
|
$3.18 Million
0.76% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
102,232
shares
|
$3.18 Million
0.53% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
101,925
shares
|
$3.17 Million
1.08% of portfolio
|
Q2 2025
Added 16.15%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
101,595
shares
|
$3.16 Million
0.0% of portfolio
|
Q2 2025
Added 339.23%
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
100,287
shares
|
$3.12 Million
1.07% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
99,516
shares
|
$3.1 Million
1.05% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
99,013
shares
|
$3.08 Million
0.42% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
98,381
shares
|
$3.06 Million
2.26% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
97,240
shares
|
$3.03 Million
0.8% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
97,122
shares
|
$3.02 Million
1.67% of portfolio
|
Q4 2024
Added 332.54%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
96,044
shares
|
$2.99 Million
2.02% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
95,650
shares
|
$2.98 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.85%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
95,405
shares
|
$2.97 Million
0.48% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
93,606
shares
|
$2.91 Million
1.47% of portfolio
|
Q2 2025
Reduced 7.04%
|