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 $25.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
2,271,714
shares
|
$70.7 Million
5.25% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jul 22, 2025 Q2 2025 |
2,267,730
shares
|
$70.5 Million
35.31% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
2,252,676
shares
|
$70.1 Million
9.89% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,251,048
shares
|
$70 Million
0.43% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
2,124,997
shares
|
$66.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
2,109,063
shares
|
$65.6 Million
0.32% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,095,181
shares
|
$65.2 Million
1.03% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,087,707
shares
|
$64.9 Million
4.21% of portfolio
|
Q2 2025
Reduced 21.69%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,085,902
shares
|
$64.9 Million
0.01% of portfolio
|
Q2 2025
Added 15.37%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
2,076,826
shares
|
$64.6 Million
4.58% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
2,023,549
shares
|
$62.9 Million
0.49% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
2,020,286
shares
|
$62.8 Million
0.13% of portfolio
|
Q2 2025
Added 296.36%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
1,985,739
shares
|
$61.8 Million
6.76% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
1,984,470
shares
|
$61.7 Million
3.19% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
1,942,809
shares
|
$60.4 Million
5.82% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
1,916,661
shares
|
$59.6 Million
0.67% of portfolio
|
Q2 2025
Added 132.08%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,874,072
shares
|
$58.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
1,867,657
shares
|
$58.1 Million
9.49% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
1,851,661
shares
|
$57.6 Million
3.96% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,834,662
shares
|
$57.1 Million
4.94% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
1,831,771
shares
|
$57 Million
2.02% of portfolio
|
Q2 2025
Added 25.91%
|
|
|
Northern Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
1,806,661
shares
|
$56.2 Million
31.04% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
1,787,599
shares
|
$55.6 Million
0.71% of portfolio
|
Q2 2025
Reduced 35.72%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,779,473
shares
|
$55.3 Million
0.42% of portfolio
|
Q2 2025
Added 12.9%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
1,746,511
shares
|
$54.3 Million
13.19% of portfolio
|
Q2 2025
Added 0.22%
|