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 |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
672,250
shares
|
$20 Million
1.58% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
669,065
shares
|
$19.9 Million
2.61% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
667,614
shares
|
$19.8 Million
7.02% of portfolio
|
Q1 2025
Added 31.21%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
666,728
shares
|
$19.8 Million
14.83% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
658,943
shares
|
$19.6 Million
1.63% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
658,589
shares
|
$19.6 Million
0.16% of portfolio
|
Q1 2025
Added 36.63%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
648,793
shares
|
$19.3 Million
10.65% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
641,781
shares
|
$19.1 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
638,555
shares
|
$19 Million
7.4% of portfolio
|
Q2 2025
Added 674.42%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
634,555
shares
|
$18.8 Million
2.1% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
626,941
shares
|
$18.6 Million
7.07% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
626,746
shares
|
$18.6 Million
4.17% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
625,828
shares
|
$18.6 Million
3.0% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
624,143
shares
|
$18.5 Million
2.96% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
621,102
shares
|
$18.4 Million
4.12% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
619,012
shares
|
$18.4 Million
7.29% of portfolio
|
Q1 2025
Added 17.68%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
614,457
shares
|
$18.2 Million
4.12% of portfolio
|
Q1 2025
Added 15.46%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
610,354
shares
|
$18.1 Million
0.95% of portfolio
|
Q3 2022
Added 191.37%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
609,057
shares
|
$18.1 Million
11.22% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
606,688
shares
|
$18 Million
0.1% of portfolio
|
Q1 2025
Reduced 13.12%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
606,288
shares
|
$18 Million
0.72% of portfolio
|
Q1 2025
Added 23.17%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
590,986
shares
|
$17.5 Million
7.92% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
584,248
shares
|
$17.3 Million
4.87% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
581,279
shares
|
$17.3 Million
1.91% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
575,989
shares
|
$17.1 Million
1.57% of portfolio
|
Q1 2025
Added 3.93%
|