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 |
|---|---|---|---|---|---|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
790,931
shares
|
$24.6 Million
4.16% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
786,188
shares
|
$24.5 Million
12.11% of portfolio
|
Q2 2025
Reduced 26.76%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
779,973
shares
|
$24.3 Million
3.85% of portfolio
|
Q2 2025
Added 2464.69%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
776,469
shares
|
$24.1 Million
2.72% of portfolio
|
Q1 2025
Reduced 24.66%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
775,638
shares
|
$24.1 Million
18.76% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
774,887
shares
|
$24.1 Million
9.06% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Jul 29, 2025 Q2 2025 |
774,708
shares
|
$24.1 Million
9.27% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
774,000
shares
|
$24.1 Million
3.5% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
766,658
shares
|
$23.8 Million
1.23% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
754,621
shares
|
$23.5 Million
4.46% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
751,291
shares
|
$23.4 Million
1.94% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
750,774
shares
|
$23.3 Million
1.41% of portfolio
|
Q2 2025
Added 778.61%
|
|
|
Financial Counselors Inc
|
Aug 01, 2025 Q2 2025 |
742,682
shares
|
$23.1 Million
30.69% of portfolio
|
Q2 2025
Reduced 62.89%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
737,503
shares
|
$22.9 Million
0.58% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
737,098
shares
|
$22.9 Million
0.02% of portfolio
|
Q2 2025
Added 36.18%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
736,753
shares
|
$22.9 Million
0.15% of portfolio
|
Q2 2025
Added 100.06%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
730,249
shares
|
$22.7 Million
1.84% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
729,213
shares
|
$22.7 Million
1.16% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
728,410
shares
|
$22.7 Million
14.67% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
725,953
shares
|
$22.6 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
721,720
shares
|
$22.4 Million
3.4% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
718,962
shares
|
$22.4 Million
3.79% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jul 31, 2025 Q2 2025 |
698,752
shares
|
$21.7 Million
3.69% of portfolio
|
Q2 2025
Reduced 13.3%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
696,517
shares
|
$21.7 Million
0.75% of portfolio
|
Q1 2025
Added 25.58%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
694,578
shares
|
$21.6 Million
7.52% of portfolio
|
Q2 2025
Added 12.21%
|