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 |
|---|---|---|---|---|---|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
19,126
shares
|
$595,009
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
19,045
shares
|
$592,489
0.03% of portfolio
|
Q2 2025
Added 93.43%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
19,003
shares
|
$591,183
0.21% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
19,001
shares
|
$591,121
0.03% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
18,956
shares
|
$589,721
0.02% of portfolio
|
Q2 2025
Added 51.04%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
18,881
shares
|
$587,387
0.05% of portfolio
|
Q1 2025
Reduced 43.49%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
18,864
shares
|
$586,859
0.04% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
18,742
shares
|
$583,063
0.1% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
18,727
shares
|
$582,596
0.04% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Synergy Financial Group, LTD
|
Aug 15, 2025 Q2 2025 |
18,715
shares
|
$582,223
0.42% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
18,625
shares
|
$579,423
0.07% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
18,560
shares
|
$577,401
0.04% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
18,389
shares
|
$572,081
0.01% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
18,355
shares
|
$571,024
0.05% of portfolio
|
Q2 2025
Reduced 39.09%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
18,284
shares
|
$568,815
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
18,226
shares
|
$567,010
0.22% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
18,195
shares
|
$566,046
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
17,982
shares
|
$559,420
0.01% of portfolio
|
Q2 2025
Added 277.61%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
17,936
shares
|
$557,988
0.1% of portfolio
|
Q1 2025
Added 24.56%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
17,795
shares
|
$553,602
0.07% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
17,777
shares
|
$553,042
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
17,767
shares
|
$552,731
0.03% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
17,762
shares
|
$552,575
0.18% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Sep 04, 2025 Q2 2025 |
17,664
shares
|
$549,527
0.35% of portfolio
|
Q2 2025
Reduced 24.82%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
17,638
shares
|
$548,718
0.06% of portfolio
|
Q2 2025
Reduced 11.02%
|