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 |
|---|---|---|---|---|---|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
624,143
shares
|
$19.4 Million
2.96% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
617,997
shares
|
$19.2 Million
0.78% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
613,213
shares
|
$19.1 Million
10.95% of portfolio
|
Q2 2025
Added 22.07%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
610,354
shares
|
$19 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
|
$18.9 Million
11.22% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
607,860
shares
|
$18.9 Million
4.18% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
602,503
shares
|
$18.7 Million
0.17% of portfolio
|
Q2 2025
Added 2749.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
601,834
shares
|
$18.7 Million
0.15% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
596,433
shares
|
$18.5 Million
6.22% of portfolio
|
Q2 2025
Added 17.15%
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2025 Q2 2025 |
588,337
shares
|
$18.3 Million
3.0% of portfolio
|
Q2 2025
Reduced 63.64%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
580,655
shares
|
$18.1 Million
2.13% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
577,225
shares
|
$18 Million
0.62% of portfolio
|
Q2 2025
Added 19.13%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
566,492
shares
|
$17.6 Million
6.11% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
559,784
shares
|
$17.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
555,261
shares
|
$17.3 Million
0.01% of portfolio
|
Q2 2025
Added 21.83%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
553,870
shares
|
$17.2 Million
1.26% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
546,092
shares
|
$17 Million
1.18% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
534,786
shares
|
$16.6 Million
8.55% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
526,903
shares
|
$16.4 Million
3.2% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
526,012
shares
|
$16.4 Million
5.71% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
524,314
shares
|
$16.3 Million
4.62% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
523,945
shares
|
$16.3 Million
5.43% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
521,597
shares
|
$16.2 Million
1.49% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
519,330
shares
|
$16.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 80.76%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
518,991
shares
|
$16.1 Million
0.58% of portfolio
|
Q2 2025
Reduced 25.91%
|