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 |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
41,701
shares
|
$1.3 Million
0.13% of portfolio
|
Q2 2025
Added 349.46%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
41,557
shares
|
$1.29 Million
0.24% of portfolio
|
Q2 2025
Added 248.08%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,548
shares
|
$1.29 Million
2.06% of portfolio
|
Q1 2024
Added 10.46%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
41,534
shares
|
$1.29 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
41,208
shares
|
$1.28 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
40,964
shares
|
$1.27 Million
0.33% of portfolio
|
Q2 2025
Added 18.69%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
40,800
shares
|
$1.27 Million
0.03% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
40,788
shares
|
$1.27 Million
0.36% of portfolio
|
Q2 2025
Reduced 77.62%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
40,291
shares
|
$1.25 Million
0.08% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
40,212
shares
|
$1.25 Million
0.09% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
40,142
shares
|
$1.25 Million
0.21% of portfolio
|
Q3 2022
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
39,181
shares
|
$1.22 Million
0.04% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
38,747
shares
|
$1.21 Million
0.87% of portfolio
|
Q1 2024
Added 204.11%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
38,725
shares
|
$1.2 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
38,270
shares
|
$1.19 Million
0.04% of portfolio
|
Q2 2025
Added 22.28%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
38,202
shares
|
$1.19 Million
0.18% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
38,095
shares
|
$1.19 Million
0.26% of portfolio
|
Q2 2025
Added 21.11%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
38,056
shares
|
$1.18 Million
0.61% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
37,624
shares
|
$1.17 Million
1.88% of portfolio
|
Q2 2025
Added 74.03%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
37,618
shares
|
$1.17 Million
0.36% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
37,218
shares
|
$1.16 Million
0.47% of portfolio
|
Q2 2025
Added 14.62%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
37,196
shares
|
$1.16 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
37,163
shares
|
$1.16 Million
1.52% of portfolio
|
Q2 2025
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
37,120
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2024
Added 275.25%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
37,049
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2025
Added 0.08%
|