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 1,535 institutions that hold shares in the stock, with a total of 752 Million shares, which have been reported (via 13F filing form) to have a value of $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
1,726,023
shares
|
$51.2 Million
3.78% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,725,277
shares
|
$51.2 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
|
$50.6 Million
17.94% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
1,689,445
shares
|
$50.2 Million
0.69% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,641,423
shares
|
$48.7 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
1,636,452
shares
|
$48.6 Million
3.93% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
1,619,495
shares
|
$48.1 Million
7.06% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
1,618,148
shares
|
$48 Million
5.95% of portfolio
|
Q1 2025
Added 33.52%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
1,614,097
shares
|
$47.9 Million
3.62% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
1,597,817
shares
|
$47.4 Million
2.4% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,595,988
shares
|
$47.4 Million
4.12% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
1,584,832
shares
|
$47.1 Million
5.37% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
1,578,030
shares
|
$46.9 Million
7.37% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
1,548,983
shares
|
$46 Million
12.45% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,480,195
shares
|
$43.9 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
|
$43.6 Million
4.58% of portfolio
|
Q4 2023
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
1,458,877
shares
|
$43.3 Million
1.78% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
1,454,801
shares
|
$43.2 Million
1.66% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
1,379,008
shares
|
$40.9 Million
1.11% of portfolio
|
Q1 2025
Added 47.05%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
1,369,927
shares
|
$40.7 Million
5.99% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
1,355,187
shares
|
$40.2 Million
4.99% of portfolio
|
Q2 2025
Added 25.6%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,342,186
shares
|
$39.8 Million
0.08% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
1,330,888
shares
|
$39.5 Million
20.92% of portfolio
|
Q4 2024
Added 292.63%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
1,310,038
shares
|
$38.9 Million
13.25% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
1,293,869
shares
|
$38.4 Million
12.47% of portfolio
|
Q2 2025
Reduced 0.59%
|