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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
768,810
shares
|
$22.4 Million
1.1% of portfolio
|
Q1 2025
Reduced 47.28%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
759,181
shares
|
$22.1 Million
3.99% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
753,364
shares
|
$21.9 Million
0.72% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
751,291
shares
|
$21.9 Million
1.94% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
744,378
shares
|
$21.7 Million
3.36% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
742,514
shares
|
$21.6 Million
8.55% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
741,366
shares
|
$21.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
738,353
shares
|
$21.5 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
736,441
shares
|
$21.4 Million
8.31% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
725,674
shares
|
$21.1 Million
0.54% of portfolio
|
Q1 2025
Added 12.29%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
719,203
shares
|
$20.9 Million
12.8% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
718,882
shares
|
$20.9 Million
0.71% of portfolio
|
Q1 2025
Added 607.57%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
707,960
shares
|
$20.6 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
702,852
shares
|
$20.4 Million
3.52% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
700,495
shares
|
$20.4 Million
0.63% of portfolio
|
Q1 2025
Reduced 66.91%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
700,195
shares
|
$20.4 Million
1.15% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
696,517
shares
|
$20.3 Million
0.65% of portfolio
|
Q1 2025
Added 25.58%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
693,312
shares
|
$20.2 Million
12.69% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
691,175
shares
|
$20.1 Million
3.81% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
690,128
shares
|
$20.1 Million
1.5% of portfolio
|
Q2 2025
Added 50.56%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
686,148
shares
|
$20 Million
0.49% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
682,694
shares
|
$19.9 Million
12.99% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
678,574
shares
|
$19.7 Million
3.75% of portfolio
|
Q1 2025
Added 20.89%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
672,250
shares
|
$19.6 Million
1.58% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
669,065
shares
|
$19.5 Million
2.61% of portfolio
|
Q1 2025
Reduced 0.17%
|