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 |
|---|---|---|---|---|---|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
1,258,518
shares
|
$36.6 Million
12.7% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
1,229,324
shares
|
$35.8 Million
3.75% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
1,212,690
shares
|
$35.3 Million
2.16% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
1,200,148
shares
|
$34.9 Million
6.81% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
1,183,234
shares
|
$34.4 Million
4.94% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
1,175,033
shares
|
$34.2 Million
9.19% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Mokosak Advisory Group, LLC
|
Jul 17, 2025 Q2 2025 |
1,165,141
shares
|
$33.9 Million
9.63% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,148,999
shares
|
$33.4 Million
0.25% of portfolio
|
Q1 2025
Added 132.75%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
1,142,604
shares
|
$33.2 Million
1.69% of portfolio
|
Q1 2025
Added 16634.09%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
1,122,148
shares
|
$32.6 Million
0.73% of portfolio
|
Q1 2025
Added 937.77%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
1,119,018
shares
|
$32.6 Million
8.82% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
1,114,545
shares
|
$32.4 Million
16.07% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
1,112,163
shares
|
$32.4 Million
7.97% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
1,097,580
shares
|
$31.9 Million
8.16% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
1,073,430
shares
|
$31.2 Million
16.5% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,058,190
shares
|
$30.8 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
1,047,675
shares
|
$30.5 Million
16.36% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
1,045,456
shares
|
$30.4 Million
9.49% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
1,033,433
shares
|
$30.1 Million
5.25% of portfolio
|
Q1 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
1,021,763
shares
|
$29.7 Million
4.92% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
1,013,644
shares
|
$29.5 Million
11.61% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
1,007,664
shares
|
$29.3 Million
0.25% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
985,805
shares
|
$28.7 Million
0.34% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
982,502
shares
|
$28.6 Million
17.33% of portfolio
|
Q1 2025
Reduced 8.55%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
948,183
shares
|
$27.6 Million
0.96% of portfolio
|
Q1 2025
Added 0.44%
|