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 1,535 institutions that hold shares in the stock, with a total of 752 Million shares, which have been reported (via 13F filing form) to have a value of $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
40,964
shares
|
$1.22 Million
0.33% of portfolio
|
Q2 2025
Added 18.69%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
40,800
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
40,788
shares
|
$1.21 Million
0.36% of portfolio
|
Q2 2025
Reduced 77.62%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
40,550
shares
|
$1.2 Million
0.26% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
40,446
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2025
Added 61.83%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
40,291
shares
|
$1.2 Million
0.08% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
40,142
shares
|
$1.19 Million
0.21% of portfolio
|
Q3 2022
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
40,058
shares
|
$1.19 Million
0.24% of portfolio
|
Q1 2025
Added 93.37%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
39,906
shares
|
$1.18 Million
0.87% of portfolio
|
Q4 2024
Added 260.68%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
39,278
shares
|
$1.17 Million
0.8% of portfolio
|
Q1 2025
Added 27.2%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
39,181
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
39,003
shares
|
$1.16 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
38,747
shares
|
$1.15 Million
0.87% of portfolio
|
Q1 2024
Added 204.11%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
38,725
shares
|
$1.15 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
38,470
shares
|
$1.14 Million
0.1% of portfolio
|
Q4 2024
Added 168.66%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
38,202
shares
|
$1.13 Million
0.18% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
37,710
shares
|
$1.12 Million
0.13% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
37,618
shares
|
$1.12 Million
0.36% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
37,579
shares
|
$1.12 Million
0.88% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
37,287
shares
|
$1.11 Million
0.08% of portfolio
|
Q1 2025
Added 15.81%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
37,245
shares
|
$1.11 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
37,218
shares
|
$1.11 Million
0.47% of portfolio
|
Q2 2025
Added 14.62%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
37,161
shares
|
$1.1 Million
0.19% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
37,120
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
Added 275.25%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
37,018
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Added 126.12%
|