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 |
|---|---|---|---|---|---|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
8,132
shares
|
$236,559
0.21% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
8,125
shares
|
$236,356
0.02% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
8,076
shares
|
$234,930
0.09% of portfolio
|
Q4 2024
Added 238.33%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
8,059
shares
|
$234,436
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Threadgill Financial, LLC
|
Jul 09, 2025 Q2 2025 |
8,014
shares
|
$233,127
0.13% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
8,004
shares
|
$232,836
0.01% of portfolio
|
Q4 2024
Reduced 51.84%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
7,988
shares
|
$232,370
0.01% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
7,968
shares
|
$231,789
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
7,950
shares
|
$231,265
0.09% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
7,933
shares
|
$230,770
0.07% of portfolio
|
Q1 2025
Reduced 27.95%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
7,896
shares
|
$229,694
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
7,891
shares
|
$229,549
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
7,812
shares
|
$227,251
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
7,803
shares
|
$226,989
0.04% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
7,745
shares
|
$225,302
0.21% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,720
shares
|
$224,574
0.02% of portfolio
|
Q1 2023
Added 11.56%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
7,713
shares
|
$224,371
0.02% of portfolio
|
Q1 2025
Added 65.8%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,616
shares
|
$221,549
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
7,569
shares
|
$220,182
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Feb 04, 2025 Q4 2024 |
7,560
shares
|
$219,920
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,502
shares
|
$218,233
0.29% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,501
shares
|
$218,204
0.2% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
7,486
shares
|
$217,767
0.07% of portfolio
|
Q2 2025
Reduced 21.4%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
7,478
shares
|
$217,535
0.01% of portfolio
|
Q2 2025
Reduced 27.79%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
7,361
shares
|
$214,131
0.06% of portfolio
|
Q2 2025
New holding
|