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 1,526 institutions that hold shares in the stock, with a total of 749 Million shares, which have been reported (via 13F filing form) to have a value of $21.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prosperitas Financial LLC
Valencia, CA |
May 14, 2025 Q1 2025 |
323,661
shares
|
$9.42 Million
4.19% of portfolio
|
Q1 2025
Reduced 12.7%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
323,545
shares
|
$9.41 Million
1.17% of portfolio
|
Q2 2023
Reduced 1.02%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
322,645
shares
|
$9.39 Million
3.19% of portfolio
|
Q2 2025
Reduced 14.3%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
319,297
shares
|
$9.29 Million
0.26% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
314,616
shares
|
$9.15 Million
0.25% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
311,231
shares
|
$9.05 Million
3.54% of portfolio
|
Q1 2025
Reduced 16.41%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
310,519
shares
|
$9.03 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
308,791
shares
|
$8.98 Million
0.13% of portfolio
|
Q1 2025
Added 30.78%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
307,639
shares
|
$8.95 Million
0.88% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
307,618
shares
|
$8.95 Million
2.04% of portfolio
|
Q2 2025
Reduced 56.42%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
304,835
shares
|
$8.87 Million
1.55% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
304,611
shares
|
$8.86 Million
0.7% of portfolio
|
Q4 2023
Added 2.27%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
302,351
shares
|
$8.8 Million
0.44% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
301,457
shares
|
$8.77 Million
6.1% of portfolio
|
Q1 2025
Added 45.21%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
300,439
shares
|
$8.74 Million
0.83% of portfolio
|
Q1 2023
Reduced 3.8%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
299,859
shares
|
$8.72 Million
1.18% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
298,811
shares
|
$8.69 Million
0.21% of portfolio
|
Q1 2025
Added 23.41%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
295,707
shares
|
$8.6 Million
0.26% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
292,726
shares
|
$8.52 Million
1.64% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
289,897
shares
|
$8.43 Million
1.13% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
289,727
shares
|
$8.43 Million
2.93% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
289,550
shares
|
$8.42 Million
2.46% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
289,251
shares
|
$8.41 Million
3.2% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Polianta LTD
|
Jul 10, 2025 Q2 2025 |
288,500
shares
|
$8.39 Million
3.63% of portfolio
|
Q2 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
284,264
shares
|
$8.27 Million
2.16% of portfolio
|
Q2 2025
Added 2848.49%
|