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 1,494 institutions that hold shares in the stock, with a total of 714 Million shares, which have been reported (via 13F filing form) to have a value of $18.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
48,260,555
shares
|
$1.23 Billion
0.4% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
40,450,598
shares
|
$1.03 Billion
11.8% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
39,788,567
shares
|
$1.01 Billion
2.34% of portfolio
|
Q4 2024
Added 253.67%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
38,159,110
shares
|
$970 Million
1.41% of portfolio
|
Q4 2024
Added 299.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
24,607,170
shares
|
$626 Million
0.25% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
17,176,803
shares
|
$437 Million
0.82% of portfolio
|
Q4 2024
Added 300.28%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
14,887,267
shares
|
$378 Million
13.27% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
14,489,666
shares
|
$368 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
14,371,770
shares
|
$365 Million
0.11% of portfolio
|
Q4 2024
Added 330.5%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
10,931,853
shares
|
$278 Million
0.02% of portfolio
|
Q4 2024
Added 427.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
10,404,800
shares
|
$264 Million
0.73% of portfolio
|
Q4 2024
Added 160.01%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
10,171,352
shares
|
$259 Million
11.01% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
9,339,176
shares
|
$237 Million
0.48% of portfolio
|
Q1 2025
Added 27.86%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
8,301,684
shares
|
$211 Million
2.6% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
7,742,948
shares
|
$197 Million
0.18% of portfolio
|
Q4 2024
Added 318.03%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
7,620,902
shares
|
$194 Million
11.72% of portfolio
|
Q4 2024
Added 312.27%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
7,213,032
shares
|
$183 Million
0.72% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
7,110,164
shares
|
$181 Million
0.02% of portfolio
|
Q4 2024
Added 289.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
6,289,445
shares
|
$160 Million
0.6% of portfolio
|
Q4 2024
Added 308.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,997,778
shares
|
$152 Million
0.01% of portfolio
|
Q4 2024
Added 316.26%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
5,840,821
shares
|
$148 Million
0.57% of portfolio
|
Q4 2024
Added 81532.72%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
5,048,098
shares
|
$128 Million
0.79% of portfolio
|
Q1 2025
Added 22.17%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
4,801,342
shares
|
$122 Million
1.9% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
4,788,212
shares
|
$122 Million
23.12% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
4,580,537
shares
|
$116 Million
4.69% of portfolio
|
Q1 2025
Reduced 0.63%
|