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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,725,277
shares
|
$53.7 Million
2.35% of portfolio
|
Q2 2025
Added 51.0%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
1,705,702
shares
|
$53 Million
17.94% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
1,695,563
shares
|
$52.7 Million
1.26% of portfolio
|
Q2 2025
Added 22.96%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
1,664,649
shares
|
$51.8 Million
2.68% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
1,640,699
shares
|
$51 Million
7.38% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,636,557
shares
|
$50.9 Million
4.22% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
1,614,097
shares
|
$50.2 Million
3.62% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
1,611,594
shares
|
$50.1 Million
21.68% of portfolio
|
Q2 2025
Added 25.52%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,606,125
shares
|
$50 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
1,603,479
shares
|
$49.9 Million
0.19% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,595,988
shares
|
$49.6 Million
4.12% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
1,584,832
shares
|
$49.3 Million
5.37% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
1,547,821
shares
|
$48.1 Million
12.68% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
1,547,812
shares
|
$48.1 Million
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
1,513,062
shares
|
$47.1 Million
7.05% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,480,195
shares
|
$46 Million
4.37% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,467,650
shares
|
$45.6 Million
4.58% of portfolio
|
Q4 2023
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
1,465,966
shares
|
$45.6 Million
1.93% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
1,448,022
shares
|
$45 Million
0.6% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,424,503
shares
|
$44.3 Million
0.45% of portfolio
|
Q2 2025
Added 13.09%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
1,374,580
shares
|
$42.7 Million
6.63% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
1,355,187
shares
|
$42.1 Million
4.99% of portfolio
|
Q2 2025
Added 25.6%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
1,343,084
shares
|
$41.8 Million
0.93% of portfolio
|
Q2 2025
Added 157.56%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
1,330,888
shares
|
$41.4 Million
20.92% of portfolio
|
Q4 2024
Added 292.63%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
1,327,110
shares
|
$41.3 Million
14.46% of portfolio
|
Q2 2025
Added 5.45%
|