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 |
|---|---|---|---|---|---|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
50,648
shares
|
$1.58 Million
0.27% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
50,581
shares
|
$1.57 Million
0.06% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
50,412
shares
|
$1.57 Million
0.2% of portfolio
|
Q2 2025
Added 484.69%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
50,012
shares
|
$1.56 Million
1.3% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
49,804
shares
|
$1.55 Million
0.35% of portfolio
|
Q2 2025
Added 29.58%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
49,801
shares
|
$1.55 Million
0.55% of portfolio
|
Q2 2025
Reduced 25.16%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Aug 15, 2025 Q2 2025 |
49,668
shares
|
$1.55 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
49,648
shares
|
$1.54 Million
0.81% of portfolio
|
Q2 2025
Added 47.64%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
49,489
shares
|
$1.54 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
49,472
shares
|
$1.54 Million
0.74% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
49,257
shares
|
$1.53 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
48,966
shares
|
$1.52 Million
0.27% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
48,872
shares
|
$1.52 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
48,433
shares
|
$1.51 Million
0.38% of portfolio
|
Q2 2025
Added 16.44%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
48,428
shares
|
$1.51 Million
0.31% of portfolio
|
Q2 2025
Added 510.46%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
48,421
shares
|
$1.51 Million
0.09% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
48,353
shares
|
$1.5 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.8%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
48,310
shares
|
$1.5 Million
0.7% of portfolio
|
Q2 2025
Reduced 16.8%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
48,184
shares
|
$1.5 Million
0.21% of portfolio
|
Q2 2025
Added 38.07%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
47,701
shares
|
$1.48 Million
0.1% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
47,647
shares
|
$1.48 Million
1.26% of portfolio
|
Q2 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
47,638
shares
|
$1.48 Million
0.91% of portfolio
|
Q2 2025
Added 101.93%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
47,564
shares
|
$1.48 Million
0.12% of portfolio
|
Q2 2025
Added 45.92%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
47,452
shares
|
$1.48 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
47,191
shares
|
$1.47 Million
0.11% of portfolio
|
Q2 2025
Added 5.58%
|