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 |
|---|---|---|---|---|---|
|
Adams Asset Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
46,573
shares
|
$1.45 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
46,485
shares
|
$1.45 Million
0.7% of portfolio
|
Q2 2025
Reduced 22.74%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Aug 13, 2025 Q2 2025 |
46,344
shares
|
$1.44 Million
1.34% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
46,224
shares
|
$1.44 Million
0.03% of portfolio
|
Q2 2025
Added 110.59%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
46,077
shares
|
$1.43 Million
0.19% of portfolio
|
Q2 2025
Added 79.05%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
45,706
shares
|
$1.42 Million
0.08% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Aug 20, 2025 Q2 2025 |
45,540
shares
|
$1.42 Million
0.87% of portfolio
|
Q2 2025
Added 66.11%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
45,265
shares
|
$1.41 Million
0.25% of portfolio
|
Q2 2025
Added 62.43%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
44,862
shares
|
$1.4 Million
0.38% of portfolio
|
Q2 2023
Reduced 1.63%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
44,493
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Added 22.67%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
44,255
shares
|
$1.38 Million
0.85% of portfolio
|
Q2 2025
Reduced 35.04%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
43,827
shares
|
$1.36 Million
0.16% of portfolio
|
Q2 2025
Added 16.22%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
43,670
shares
|
$1.36 Million
2.17% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
43,376
shares
|
$1.35 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
43,128
shares
|
$1.34 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
42,992
shares
|
$1.34 Million
0.46% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
42,778
shares
|
$1.33 Million
0.36% of portfolio
|
Q2 2025
Reduced 14.06%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
42,710
shares
|
$1.33 Million
1.18% of portfolio
|
Q2 2025
Added 13.65%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
42,414
shares
|
$1.32 Million
0.86% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
42,408
shares
|
$1.32 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
42,330
shares
|
$1.32 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
42,305
shares
|
$1.32 Million
0.84% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Jul 31, 2025 Q2 2025 |
42,112
shares
|
$1.31 Million
0.62% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
42,001
shares
|
$1.31 Million
0.31% of portfolio
|
Q4 2024
Added 318.84%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
41,898
shares
|
$1.3 Million
0.24% of portfolio
|
Q2 2025
Added 12.75%
|