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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
20,850
shares
|
$648,643
0.06% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
20,746
shares
|
$645,408
0.04% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
20,687
shares
|
$643,572
0.06% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
20,393
shares
|
$634,426
0.71% of portfolio
|
Q1 2024
Added 437.93%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
20,309
shares
|
$631,812
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
20,251
shares
|
$630,008
0.04% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
20,249
shares
|
$629,946
0.59% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
20,210
shares
|
$628,733
0.04% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
19,963
shares
|
$621,048
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
19,901
shares
|
$619,120
0.0% of portfolio
|
Q3 2023
Reduced 17.19%
|
|
|
Valicenti Advisory Services Inc
|
Jul 16, 2025 Q2 2025 |
19,818
shares
|
$616,537
0.14% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
19,794
shares
|
$615,791
0.59% of portfolio
|
Q2 2025
Reduced 25.66%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
19,782
shares
|
$615,418
0.0% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
19,720
shares
|
$613,489
0.2% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Jul 30, 2025 Q2 2025 |
19,694
shares
|
$612,680
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
19,644
shares
|
$611,124
0.05% of portfolio
|
Q2 2025
Reduced 19.52%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
19,624
shares
|
$610,502
0.03% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
19,605
shares
|
$609,911
0.73% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
19,416
shares
|
$604,031
0.12% of portfolio
|
Q4 2023
Added 10.1%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
19,406
shares
|
$603,720
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
19,334
shares
|
$601,480
0.04% of portfolio
|
Q2 2025
Reduced 31.28%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
19,258
shares
|
$599,116
0.01% of portfolio
|
Q2 2025
Reduced 39.1%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
19,255
shares
|
$599,023
0.1% of portfolio
|
Q2 2025
Added 26.42%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
19,254
shares
|
$598,991
0.49% of portfolio
|
Q1 2023
Added 2.97%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
19,148
shares
|
$595,694
0.04% of portfolio
|
Q2 2025
Reduced 5.49%
|