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 |
|---|---|---|---|---|---|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
13,523
shares
|
$393,384
0.25% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
13,401
shares
|
$389,835
0.07% of portfolio
|
Q1 2025
Added 15.62%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
13,306
shares
|
$387,071
0.01% of portfolio
|
Q2 2022
Reduced 5.24%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
13,262
shares
|
$385,791
0.04% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
13,252
shares
|
$385,500
0.1% of portfolio
|
Q1 2025
Added 66.92%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
13,243
shares
|
$385,238
0.22% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
13,104
shares
|
$381,195
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
13,089
shares
|
$380,759
0.1% of portfolio
|
Q2 2025
Reduced 16.18%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
13,088
shares
|
$380,729
0.16% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Diversified Investment Strategies, LLC
|
May 13, 2025 Q1 2025 |
13,016
shares
|
$378,635
0.23% of portfolio
|
Q1 2025
Reduced 11.53%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
13,008
shares
|
$378,402
0.0% of portfolio
|
Q1 2025
Reduced 11.77%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
12,953
shares
|
$376,802
0.05% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
12,920
shares
|
$375,842
0.01% of portfolio
|
Q2 2025
Added 56.72%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
12,850
shares
|
$373,806
0.27% of portfolio
|
Q1 2025
Reduced 17.09%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
12,834
shares
|
$373,341
0.28% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
12,782
shares
|
$371,828
0.12% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
12,728
shares
|
$370,257
0.09% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
12,720
shares
|
$370,024
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
12,621
shares
|
$367,144
0.01% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
12,580
shares
|
$365,952
0.13% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
12,578
shares
|
$365,894
0.05% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
12,550
shares
|
$365,079
0.01% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
12,547
shares
|
$364,992
0.01% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
12,505
shares
|
$363,770
0.05% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
12,483
shares
|
$363,130
0.31% of portfolio
|
Q4 2022
Reduced 8.49%
|