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 1,539 institutions that hold shares in the stock, with a total of 756 Million shares, which have been reported (via 13F filing form) to have a value of $22.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
566,492
shares
|
$16.8 Million
6.11% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
559,929
shares
|
$16.6 Million
0.08% of portfolio
|
Q1 2025
Added 99.2%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
554,300
shares
|
$16.5 Million
0.19% of portfolio
|
Q1 2025
Added 23.27%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
553,870
shares
|
$16.4 Million
1.26% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
546,092
shares
|
$16.2 Million
1.18% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
541,266
shares
|
$16.1 Million
0.01% of portfolio
|
Q1 2025
Added 2898.87%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
536,713
shares
|
$15.9 Million
0.9% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
535,516
shares
|
$15.9 Million
1.16% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
532,483
shares
|
$15.8 Million
2.83% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
530,752
shares
|
$15.8 Million
5.06% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
529,322
shares
|
$15.7 Million
4.26% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
527,942
shares
|
$15.7 Million
8.17% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
526,012
shares
|
$15.6 Million
5.71% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
521,462
shares
|
$15.5 Million
0.35% of portfolio
|
Q1 2025
Reduced 56.14%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
520,761
shares
|
$15.5 Million
0.0% of portfolio
|
Q1 2025
Added 285.92%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
517,010
shares
|
$15.4 Million
4.4% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
516,338
shares
|
$15.3 Million
1.73% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
509,920
shares
|
$15.1 Million
4.11% of portfolio
|
Q1 2025
Reduced 30.22%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
509,707
shares
|
$15.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 79.46%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
509,116
shares
|
$15.1 Million
4.75% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
507,648
shares
|
$15.1 Million
8.08% of portfolio
|
Q2 2025
Added 20.07%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
503,305
shares
|
$14.9 Million
2.73% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
502,740
shares
|
$14.9 Million
7.47% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
501,692
shares
|
$14.9 Million
8.82% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
500,522
shares
|
$14.9 Million
4.31% of portfolio
|
Q1 2025
Added 0.1%
|