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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
83,244
shares
|
$2.59 Million
0.05% of portfolio
|
Q2 2025
Added 58.91%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
82,810
shares
|
$2.58 Million
0.21% of portfolio
|
Q2 2025
Reduced 25.02%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
82,711
shares
|
$2.57 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
82,208
shares
|
$2.56 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
81,888
shares
|
$2.55 Million
0.38% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
81,716
shares
|
$2.54 Million
0.85% of portfolio
|
Q4 2024
Added 300.02%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
81,609
shares
|
$2.54 Million
1.67% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
81,441
shares
|
$2.53 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
81,352
shares
|
$2.53 Million
0.89% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
81,301
shares
|
$2.53 Million
0.65% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
81,211
shares
|
$2.53 Million
0.14% of portfolio
|
Q2 2025
Added 264.7%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
80,160
shares
|
$2.49 Million
1.09% of portfolio
|
Q4 2024
Added 291.75%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
79,988
shares
|
$2.49 Million
0.49% of portfolio
|
Q2 2025
Added 32.61%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
79,868
shares
|
$2.48 Million
0.08% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
79,244
shares
|
$2.47 Million
0.19% of portfolio
|
Q2 2025
Reduced 12.39%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
78,758
shares
|
$2.45 Million
0.44% of portfolio
|
Q2 2025
Added 738.3%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
77,844
shares
|
$2.42 Million
1.03% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
77,620
shares
|
$2.41 Million
1.44% of portfolio
|
Q2 2025
Added 63.9%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
77,470
shares
|
$2.41 Million
0.25% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
76,113
shares
|
$2.37 Million
0.55% of portfolio
|
Q2 2025
Reduced 12.34%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
76,078
shares
|
$2.37 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
75,913
shares
|
$2.36 Million
1.77% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
75,509
shares
|
$2.35 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
75,395
shares
|
$2.35 Million
1.68% of portfolio
|
Q1 2024
Added 14.29%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
75,231
shares
|
$2.34 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.0%
|