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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
2,369,371
shares
|
$68.9 Million
0.3% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
2,307,178
shares
|
$67.1 Million
0.06% of portfolio
|
Q1 2025
Added 38.06%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
2,290,663
shares
|
$66.6 Million
13.03% of portfolio
|
Q4 2024
Added 395.25%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
2,273,321
shares
|
$66.1 Million
9.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,251,048
shares
|
$65.5 Million
0.43% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
2,207,231
shares
|
$64.2 Million
4.65% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
2,196,439
shares
|
$63.9 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
2,185,039
shares
|
$63.6 Million
0.68% of portfolio
|
Q1 2025
Added 211.88%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
May 12, 2025 Q1 2025 |
2,148,750
shares
|
$62.5 Million
33.39% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,127,611
shares
|
$61.9 Million
0.99% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,057,977
shares
|
$59.9 Million
4.37% of portfolio
|
Q1 2025
Reduced 99.87%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
2,001,404
shares
|
$58.2 Million
0.77% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
1,985,739
shares
|
$57.8 Million
6.76% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
1,896,214
shares
|
$55.2 Million
3.04% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
1,891,862
shares
|
$55 Million
5.25% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,881,483
shares
|
$54.7 Million
0.04% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Northern Capital Management, Inc.
|
May 09, 2025 Q1 2025 |
1,839,298
shares
|
$53.5 Million
30.03% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,828,284
shares
|
$53.2 Million
4.73% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
1,827,134
shares
|
$53.2 Million
8.85% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,808,053
shares
|
$52.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
1,796,120
shares
|
$52.2 Million
0.19% of portfolio
|
Q1 2025
Reduced 35.12%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,779,473
shares
|
$51.8 Million
0.42% of portfolio
|
Q2 2025
Added 12.9%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
1,746,511
shares
|
$50.8 Million
13.19% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
1,726,023
shares
|
$50.2 Million
3.78% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
1,705,702
shares
|
$49.6 Million
17.94% of portfolio
|
Q2 2025
Added 1.79%
|