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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
70,608
shares
|
$2.2 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
70,142
shares
|
$2.18 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
68,925
shares
|
$2.14 Million
1.72% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Aug 25, 2025 Q2 2025 |
68,415
shares
|
$2.13 Million
1.88% of portfolio
|
Q2 2025
New holding
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
68,325
shares
|
$2.13 Million
0.78% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
68,203
shares
|
$2.12 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Signet Investment Advisory Group, Inc.
|
Aug 01, 2025 Q2 2025 |
68,020
shares
|
$2.12 Million
1.02% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
67,820
shares
|
$2.11 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
67,143
shares
|
$2.09 Million
0.14% of portfolio
|
Q1 2024
Added 60.46%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
66,773
shares
|
$2.08 Million
0.09% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Aug 04, 2025 Q2 2025 |
66,539
shares
|
$2.07 Million
2.17% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
65,922
shares
|
$2.05 Million
0.17% of portfolio
|
Q1 2024
Reduced 9.96%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
65,276
shares
|
$2.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
65,033
shares
|
$2.02 Million
0.49% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
64,653
shares
|
$2.01 Million
0.52% of portfolio
|
Q2 2025
Added 220.94%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
64,633
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
64,024
shares
|
$1.99 Million
0.42% of portfolio
|
Q1 2025
Reduced 20.74%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
63,981
shares
|
$1.99 Million
0.49% of portfolio
|
Q2 2025
Reduced 15.81%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
63,902
shares
|
$1.99 Million
0.6% of portfolio
|
Q2 2025
Added 982.53%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 12, 2025 Q2 2025 |
63,824
shares
|
$1.99 Million
3.52% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
63,761
shares
|
$1.98 Million
0.23% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
63,545
shares
|
$1.98 Million
0.5% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
63,389
shares
|
$1.97 Million
0.1% of portfolio
|
Q2 2025
Reduced 14.69%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
63,284
shares
|
$1.97 Million
0.07% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
John W. Brooker & Co., Cp As
|
Jul 16, 2025 Q2 2025 |
63,222
shares
|
$1.97 Million
4.91% of portfolio
|
Q2 2025
Reduced 78.19%
|