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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
948,148
shares
|
$29.5 Million
0.84% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
944,148
shares
|
$29.4 Million
0.87% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
942,458
shares
|
$29.3 Million
0.53% of portfolio
|
Q2 2025
Added 314.98%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
930,214
shares
|
$28.9 Million
1.45% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
915,285
shares
|
$28.5 Million
7.91% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
900,116
shares
|
$28 Million
0.15% of portfolio
|
Q2 2025
Added 48.37%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
876,953
shares
|
$27.3 Million
3.99% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
872,136
shares
|
$27.1 Million
4.88% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
871,180
shares
|
$27.1 Million
11.12% of portfolio
|
Q2 2025
Added 13.96%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
867,974
shares
|
$27 Million
2.52% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
863,052
shares
|
$26.8 Million
0.86% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
858,063
shares
|
$26.7 Million
4.85% of portfolio
|
Q2 2025
Reduced 22.02%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
853,924
shares
|
$26.6 Million
1.1% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
818,260
shares
|
$25.4 Million
1.86% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
816,618
shares
|
$25.4 Million
1.88% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
803,755
shares
|
$25 Million
2.72% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
799,865
shares
|
$24.9 Million
1.37% of portfolio
|
Q2 2025
Added 14.23%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
798,565
shares
|
$24.8 Million
5.7% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
797,307
shares
|
$24.8 Million
0.56% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Aug 27, 2025 Q2 2025 |
797,120
shares
|
$24.8 Million
8.97% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Win Advisors, Inc
|
Aug 14, 2025 Q2 2025 |
795,956
shares
|
$24.8 Million
11.82% of portfolio
|
Q2 2025
Added 425.87%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
795,201
shares
|
$24.7 Million
0.59% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
794,943
shares
|
$24.7 Million
3.79% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
793,461
shares
|
$24.7 Million
4.46% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
792,977
shares
|
$24.7 Million
7.65% of portfolio
|
Q2 2025
Reduced 27.75%
|