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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
4,814,801
shares
|
$140 Million
5.55% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,651,417
shares
|
$135 Million
0.87% of portfolio
|
Q1 2025
Added 56.14%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
4,353,238
shares
|
$127 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,311,747
shares
|
$125 Million
21.14% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
4,083,199
shares
|
$119 Million
0.14% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
3,642,930
shares
|
$106 Million
1.04% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
3,632,538
shares
|
$106 Million
0.31% of portfolio
|
Q1 2025
Added 22.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,598,429
shares
|
$105 Million
0.02% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
3,557,323
shares
|
$103 Million
0.21% of portfolio
|
Q1 2025
Added 11.02%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
3,543,726
shares
|
$103 Million
12.07% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,181,896
shares
|
$92.6 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3,168,418
shares
|
$92.2 Million
0.22% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,144,561
shares
|
$91.5 Million
0.17% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
3,102,728
shares
|
$90.3 Million
15.37% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
May 01, 2025 Q1 2025 |
3,090,227
shares
|
$89.9 Million
15.97% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,079,130
shares
|
$89.6 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
3,044,472
shares
|
$88.6 Million
0.16% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
2,959,493
shares
|
$86.1 Million
17.13% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
2,951,085
shares
|
$85.8 Million
5.5% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
2,793,121
shares
|
$81.3 Million
0.75% of portfolio
|
Q2 2025
Added 27.95%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
2,780,742
shares
|
$80.9 Million
0.84% of portfolio
|
Q1 2025
Added 45.91%
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
May 07, 2025 Q1 2025 |
2,779,742
shares
|
$80.9 Million
27.68% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,775,383
shares
|
$80.7 Million
0.02% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
2,698,795
shares
|
$78.5 Million
0.28% of portfolio
|
Q1 2025
Added 9.16%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
2,665,995
shares
|
$77.6 Million
5.57% of portfolio
|
Q1 2025
Added 33.3%
|