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 |
|---|---|---|---|---|---|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
8,962
shares
|
$278,807
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
8,955
shares
|
$278,590
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,946
shares
|
$278,310
0.04% of portfolio
|
Q4 2022
Reduced 70.8%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
8,932
shares
|
$277,874
0.12% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
8,849
shares
|
$275,292
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
8,829
shares
|
$274,670
0.12% of portfolio
|
Q1 2025
Reduced 55.32%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
8,813
shares
|
$274,172
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
8,725
shares
|
$271,434
0.07% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
8,705
shares
|
$270,812
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
8,617
shares
|
$268,074
0.13% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
8,606
shares
|
$267,732
0.28% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Vgi Partners LTD
Sydney, Nsw, C3 |
Aug 04, 2025 Q2 2025 |
8,606
shares
|
$267,732
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
8,603
shares
|
$267,639
0.0% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
8,587
shares
|
$267,141
0.26% of portfolio
|
Q4 2022
Added 0.62%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
8,553
shares
|
$266,083
0.06% of portfolio
|
Q1 2025
Reduced 15.41%
|
|
|
Bnc Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
8,518
shares
|
$264,994
0.08% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
8,493
shares
|
$264,217
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
8,456
shares
|
$263,066
0.06% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
8,455
shares
|
$263,035
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
8,435
shares
|
$262,412
0.13% of portfolio
|
Q1 2023
Reduced 4.15%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
8,424
shares
|
$262,070
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
8,408
shares
|
$261,572
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
8,400
shares
|
$261,324
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
8,336
shares
|
$259,332
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
8,309
shares
|
$258,492
0.04% of portfolio
|
Q1 2025
Added 7.59%
|