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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
75,152
shares
|
$2.34 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
75,056
shares
|
$2.33 Million
1.15% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
74,665
shares
|
$2.32 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
74,613
shares
|
$2.32 Million
0.22% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
74,558
shares
|
$2.32 Million
0.4% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
74,268
shares
|
$2.31 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Reston Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
74,174
shares
|
$2.31 Million
0.76% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
74,139
shares
|
$2.31 Million
0.37% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
73,948
shares
|
$2.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
73,831
shares
|
$2.3 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
73,358
shares
|
$2.28 Million
0.28% of portfolio
|
Q2 2025
Added 10.49%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
73,300
shares
|
$2.28 Million
0.18% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
73,276
shares
|
$2.28 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
73,191
shares
|
$2.28 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
73,188
shares
|
$2.28 Million
0.27% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jul 24, 2025 Q2 2025 |
72,980
shares
|
$2.27 Million
1.21% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
72,782
shares
|
$2.26 Million
0.09% of portfolio
|
Q2 2025
Added 22.77%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
72,543
shares
|
$2.26 Million
1.16% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
72,086
shares
|
$2.24 Million
0.07% of portfolio
|
Q2 2025
Reduced 85.96%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
71,980
shares
|
$2.24 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
71,923
shares
|
$2.24 Million
0.44% of portfolio
|
Q2 2025
Reduced 48.2%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
71,901
shares
|
$2.24 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
71,270
shares
|
$2.22 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
71,004
shares
|
$2.21 Million
0.17% of portfolio
|
Q2 2020
Added 350.48%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
70,855
shares
|
$2.2 Million
0.54% of portfolio
|
Q2 2025
Added 555.88%
|