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 1,535 institutions that hold shares in the stock, with a total of 752 Million shares, which have been reported (via 13F filing form) to have a value of $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
948,183
shares
|
$28.2 Million
0.96% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
940,571
shares
|
$27.9 Million
7.53% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
939,889
shares
|
$27.9 Million
3.54% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
935,361
shares
|
$27.8 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
932,523
shares
|
$27.7 Million
0.76% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
930,214
shares
|
$27.6 Million
1.45% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
909,537
shares
|
$27 Million
0.29% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
899,049
shares
|
$26.7 Million
2.31% of portfolio
|
Q1 2025
Added 158.41%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
896,325
shares
|
$26.6 Million
1.11% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
876,067
shares
|
$26 Million
4.61% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
871,180
shares
|
$25.9 Million
11.12% of portfolio
|
Q2 2025
Added 13.96%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
858,063
shares
|
$25.5 Million
4.85% of portfolio
|
Q2 2025
Reduced 22.02%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
816,618
shares
|
$24.2 Million
1.88% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
810,539
shares
|
$24.1 Million
5.37% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
May 01, 2025 Q1 2025 |
805,976
shares
|
$23.9 Million
4.03% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
803,755
shares
|
$23.9 Million
2.72% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
802,536
shares
|
$23.8 Million
2.18% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
800,798
shares
|
$23.8 Million
1.72% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
799,865
shares
|
$23.7 Million
1.37% of portfolio
|
Q2 2025
Added 14.23%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
797,307
shares
|
$23.7 Million
0.56% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
794,943
shares
|
$23.6 Million
3.79% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
793,603
shares
|
$23.6 Million
0.49% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
792,977
shares
|
$23.5 Million
7.65% of portfolio
|
Q2 2025
Reduced 27.75%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
792,638
shares
|
$23.5 Million
0.69% of portfolio
|
Q1 2025
Reduced 11.74%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
790,931
shares
|
$23.5 Million
4.16% of portfolio
|
Q2 2025
Reduced 0.64%
|