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 1,597 institutions that hold shares in the stock, with a total of 807 Million shares, which have been reported (via 13F filing form) to have a value of $24.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
55,240,546
shares
|
$1.68 Billion
0.5% of portfolio
|
Q2 2025
Added 14.46%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
45,745,266
shares
|
$1.39 Billion
1.61% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
42,286,978
shares
|
$1.29 Billion
13.29% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
38,175,151
shares
|
$1.16 Billion
2.23% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
32,809,028
shares
|
$997 Million
0.17% of portfolio
|
Q2 2025
Added 653.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
27,854,880
shares
|
$847 Million
0.29% of portfolio
|
Q2 2025
Added 13.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
17,810,580
shares
|
$541 Million
0.77% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
15,458,404
shares
|
$470 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
15,317,027
shares
|
$465 Million
0.16% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
15,205,975
shares
|
$462 Million
14.28% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
13,961,487
shares
|
$424 Million
0.92% of portfolio
|
Q2 2025
Reduced 20.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
9,269,786
shares
|
$282 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
9,190,023
shares
|
$279 Million
10.38% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
9,187,006
shares
|
$279 Million
0.2% of portfolio
|
Q2 2025
Added 11.35%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
8,926,321
shares
|
$271 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
8,643,532
shares
|
$263 Million
0.73% of portfolio
|
Q2 2025
Added 22.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
8,063,125
shares
|
$245 Million
0.02% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
7,897,044
shares
|
$240 Million
0.3% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
7,274,770
shares
|
$221 Million
0.75% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
7,265,280
shares
|
$221 Million
2.53% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,958,280
shares
|
$211 Million
0.01% of portfolio
|
Q1 2025
Added 16.01%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
6,807,071
shares
|
$207 Million
11.08% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
5,757,249
shares
|
$175 Million
2.04% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
5,611,963
shares
|
$171 Million
0.76% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
5,466,642
shares
|
$166 Million
0.91% of portfolio
|
Q2 2025
Added 8.29%
|