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 |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
63,219
shares
|
$1.97 Million
0.4% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
62,772
shares
|
$1.95 Million
0.34% of portfolio
|
Q2 2025
Added 16.87%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
62,704
shares
|
$1.95 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
61,635
shares
|
$1.92 Million
0.58% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
61,246
shares
|
$1.91 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
60,928
shares
|
$1.9 Million
0.04% of portfolio
|
Q2 2025
Added 32.62%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
60,842
shares
|
$1.89 Million
0.11% of portfolio
|
Q2 2024
Added 5.48%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
60,589
shares
|
$1.88 Million
0.09% of portfolio
|
Q2 2025
Added 35.91%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
60,473
shares
|
$1.88 Million
0.69% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
60,311
shares
|
$1.88 Million
0.53% of portfolio
|
Q2 2025
Added 450.99%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Aug 05, 2025 Q2 2025 |
60,067
shares
|
$1.87 Million
2.03% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
59,889
shares
|
$1.86 Million
0.07% of portfolio
|
Q2 2025
Added 60.62%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
59,772
shares
|
$1.86 Million
0.04% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
59,532
shares
|
$1.85 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
59,487
shares
|
$1.85 Million
1.06% of portfolio
|
Q2 2025
Reduced 49.87%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
58,808
shares
|
$1.83 Million
1.35% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
58,704
shares
|
$1.83 Million
0.37% of portfolio
|
Q2 2025
Added 41.23%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
58,665
shares
|
$1.83 Million
0.01% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
58,567
shares
|
$1.82 Million
1.21% of portfolio
|
Q2 2025
Added 12.23%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
58,533
shares
|
$1.82 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Financial Consulate, Inc
|
Jul 17, 2025 Q2 2025 |
58,221
shares
|
$1.81 Million
0.35% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
58,177
shares
|
$1.81 Million
0.17% of portfolio
|
Q2 2025
Reduced 87.55%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
58,002
shares
|
$1.8 Million
0.34% of portfolio
|
Q2 2024
Reduced 5.04%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
57,812
shares
|
$1.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
57,743
shares
|
$1.8 Million
0.34% of portfolio
|
Q2 2025
Added 8.55%
|