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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,324,545
shares
|
$41.2 Million
0.73% of portfolio
|
Q2 2025
Added 66.9%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
1,310,038
shares
|
$40.7 Million
13.25% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
1,295,841
shares
|
$40.3 Million
2.78% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
1,293,869
shares
|
$40.2 Million
12.47% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
1,225,655
shares
|
$38.1 Million
3.9% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
1,218,280
shares
|
$37.9 Million
5.42% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
1,212,690
shares
|
$37.7 Million
2.16% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
1,208,229
shares
|
$37.6 Million
2.42% of portfolio
|
Q2 2025
Added 34.39%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
1,179,719
shares
|
$36.7 Million
9.11% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Mokosak Advisory Group, LLC
|
Jul 17, 2025 Q2 2025 |
1,165,141
shares
|
$36.2 Million
9.63% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
1,153,143
shares
|
$35.9 Million
17.66% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Aug 04, 2025 Q2 2025 |
1,131,282
shares
|
$35.2 Million
17.56% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
1,129,961
shares
|
$35.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 15.81%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
1,104,582
shares
|
$34.4 Million
0.74% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
1,100,864
shares
|
$34.2 Million
6.76% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 04, 2025 Q2 2025 |
1,096,905
shares
|
$34.1 Million
9.6% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
1,079,507
shares
|
$33.6 Million
9.96% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
1,058,434
shares
|
$32.9 Million
0.28% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,058,190
shares
|
$32.9 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
1,047,007
shares
|
$32.6 Million
8.24% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
1,021,763
shares
|
$31.8 Million
4.92% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
1,010,693
shares
|
$31.4 Million
12.37% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
999,061
shares
|
$31.1 Million
5.22% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
985,438
shares
|
$30.6 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
959,324
shares
|
$29.8 Million
17.73% of portfolio
|
Q2 2025
Reduced 2.36%
|