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 |
|---|---|---|---|---|---|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
693,312
shares
|
$21.6 Million
12.69% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
691,028
shares
|
$21.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
690,128
shares
|
$21.5 Million
1.5% of portfolio
|
Q2 2025
Added 50.56%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
688,474
shares
|
$21.4 Million
2.88% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
686,148
shares
|
$21.3 Million
0.49% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
682,694
shares
|
$21.2 Million
12.99% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
682,185
shares
|
$21.2 Million
7.92% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
678,574
shares
|
$21.1 Million
3.75% of portfolio
|
Q1 2025
Added 20.89%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
677,934
shares
|
$21.1 Million
0.47% of portfolio
|
Q2 2025
Added 12.64%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
671,209
shares
|
$20.9 Million
1.83% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
666,728
shares
|
$20.7 Million
14.83% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
664,848
shares
|
$20.7 Million
0.55% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
654,286
shares
|
$20.3 Million
5.79% of portfolio
|
Q2 2025
Added 28.31%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
647,044
shares
|
$20.1 Million
11.4% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
645,962
shares
|
$20.1 Million
0.1% of portfolio
|
Q2 2025
Added 37.51%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
645,078
shares
|
$20.1 Million
5.41% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
645,005
shares
|
$20.1 Million
9.33% of portfolio
|
Q2 2025
Added 9.14%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
642,509
shares
|
$20 Million
4.43% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
641,781
shares
|
$20 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
638,555
shares
|
$19.9 Million
7.4% of portfolio
|
Q2 2025
Added 674.42%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
634,555
shares
|
$19.7 Million
2.1% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
627,847
shares
|
$19.5 Million
0.23% of portfolio
|
Q2 2025
Added 13.27%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
626,941
shares
|
$19.5 Million
7.07% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
625,828
shares
|
$19.5 Million
3.0% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
625,096
shares
|
$19.4 Million
3.76% of portfolio
|
Q2 2025
Added 1.73%
|