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 |
|---|---|---|---|---|---|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
282,450
shares
|
$8.22 Million
13.65% of portfolio
|
Q2 2023
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
282,250
shares
|
$8.21 Million
4.4% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
280,917
shares
|
$8.17 Million
0.02% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
275,488
shares
|
$8.01 Million
5.19% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
272,990
shares
|
$7.94 Million
2.98% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
271,557
shares
|
$7.9 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
270,971
shares
|
$7.88 Million
0.25% of portfolio
|
Q2 2025
Added 15.39%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
270,325
shares
|
$7.86 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
269,725
shares
|
$7.85 Million
0.07% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
269,413
shares
|
$7.84 Million
0.97% of portfolio
|
Q2 2025
Added 84.5%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
268,831
shares
|
$7.82 Million
0.25% of portfolio
|
Q2 2025
Reduced 25.37%
|
|
|
Madden Securities Corp
|
Apr 14, 2025 Q1 2025 |
267,395
shares
|
$7.78 Million
2.8% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
267,194
shares
|
$7.77 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
265,289
shares
|
$7.72 Million
0.93% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
265,271
shares
|
$7.72 Million
2.05% of portfolio
|
Q1 2025
Added 15.15%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
263,315
shares
|
$7.66 Million
4.03% of portfolio
|
Q1 2025
Added 114.66%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
262,358
shares
|
$7.63 Million
2.62% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
258,289
shares
|
$7.51 Million
0.22% of portfolio
|
Q1 2025
Reduced 13.78%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
253,670
shares
|
$7.38 Million
1.61% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
253,136
shares
|
$7.36 Million
3.8% of portfolio
|
Q1 2025
Added 8.55%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
250,894
shares
|
$7.3 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
250,532
shares
|
$7.29 Million
0.1% of portfolio
|
Q1 2025
Reduced 31.98%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
250,418
shares
|
$7.28 Million
0.07% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
248,317
shares
|
$7.22 Million
1.01% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
246,963
shares
|
$7.18 Million
0.06% of portfolio
|
Q1 2025
Reduced 17.77%
|