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 |
|---|---|---|---|---|---|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
8,279
shares
|
$257,559
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
8,253
shares
|
$256,750
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
8,240
shares
|
$256,346
0.12% of portfolio
|
Q4 2022
Added 1.48%
|
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
8,240
shares
|
$256,346
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
8,194
shares
|
$254,915
0.18% of portfolio
|
Q2 2025
Added 52.96%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
8,176
shares
|
$254,355
0.04% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
8,141
shares
|
$253,266
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
8,132
shares
|
$252,986
0.21% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
8,130
shares
|
$252,924
0.03% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
8,122
shares
|
$252,675
0.01% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
8,078
shares
|
$251,306
0.01% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
8,076
shares
|
$251,244
0.1% of portfolio
|
Q4 2024
Added 238.33%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,048
shares
|
$250,373
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Threadgill Financial, LLC
|
Jul 09, 2025 Q2 2025 |
8,014
shares
|
$249,315
0.13% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
7,975
shares
|
$248,102
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
7,972
shares
|
$248,008
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
7,968
shares
|
$247,884
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
7,950
shares
|
$247,324
0.09% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
7,896
shares
|
$245,644
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
7,891
shares
|
$245,489
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
7,812
shares
|
$243,031
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
7,804
shares
|
$242,782
0.02% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
7,763
shares
|
$241,506
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
7,745
shares
|
$240,946
0.21% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
7,727
shares
|
$240,386
0.08% of portfolio
|
Q2 2025
New holding
|