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 |
|---|---|---|---|---|---|
|
Windsor Advisory Group, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
23,644
shares
|
$735,564
0.98% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
23,487
shares
|
$730,680
0.03% of portfolio
|
Q2 2025
Reduced 13.62%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
23,449
shares
|
$729,498
0.18% of portfolio
|
Q2 2025
Reduced 29.16%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
23,449
shares
|
$729,498
0.01% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
23,289
shares
|
$724,520
0.07% of portfolio
|
Q2 2025
Reduced 91.37%
|
|
|
Resolute Advisors LLC
|
Aug 07, 2025 Q2 2025 |
23,201
shares
|
$721,783
0.17% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
23,092
shares
|
$718,392
0.13% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
22,896
shares
|
$712,294
0.02% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
22,714
shares
|
$706,632
0.05% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
22,661
shares
|
$704,983
0.32% of portfolio
|
Q2 2025
Added 11.09%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
22,660
shares
|
$704,952
0.06% of portfolio
|
Q2 2025
Added 138.63%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
22,602
shares
|
$703,148
0.09% of portfolio
|
Q2 2025
Added 35.81%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
22,590
shares
|
$702,774
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
22,556
shares
|
$701,717
0.07% of portfolio
|
Q4 2024
Added 289.64%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
22,494
shares
|
$699,788
0.02% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
22,421
shares
|
$697,517
0.08% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
22,366
shares
|
$695,806
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
22,344
shares
|
$695,121
0.01% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
22,303
shares
|
$693,846
0.3% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
22,170
shares
|
$689,708
0.06% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
22,133
shares
|
$688,557
0.26% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
22,108
shares
|
$687,779
0.19% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
22,105
shares
|
$687,686
0.24% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
22,063
shares
|
$686,379
0.01% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
22,038
shares
|
$685,602
0.44% of portfolio
|
Q1 2025
Added 148.62%
|