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 1,537 institutions that hold shares in the stock, with a total of 757 Million shares, which have been reported (via 13F filing form) to have a value of $22.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
441,341
shares
|
$13.1 Million
5.91% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
439,556
shares
|
$13.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
438,835
shares
|
$13 Million
2.99% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
431,970
shares
|
$12.8 Million
4.29% of portfolio
|
Q1 2025
Reduced 22.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
428,616
shares
|
$12.7 Million
0.25% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
427,447
shares
|
$12.7 Million
2.0% of portfolio
|
Q1 2025
Added 454.32%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
426,592
shares
|
$12.7 Million
1.57% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
424,116
shares
|
$12.6 Million
7.93% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Schaeffer Financial LLC
|
Jul 18, 2025 Q2 2025 |
421,355
shares
|
$12.5 Million
12.03% of portfolio
|
Q2 2025
Added 41.26%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
414,629
shares
|
$12.3 Million
19.88% of portfolio
|
Q1 2023
Added 0.51%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
412,586
shares
|
$12.2 Million
5.16% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
410,443
shares
|
$12.2 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
402,260
shares
|
$11.9 Million
8.9% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
401,728
shares
|
$11.9 Million
1.45% of portfolio
|
Q1 2025
Reduced 9.73%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Apr 25, 2025 Q1 2025 |
396,697
shares
|
$11.8 Million
7.41% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
396,448
shares
|
$11.8 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Guerra Advisors Inc
Miami, FL |
Apr 25, 2025 Q1 2025 |
394,845
shares
|
$11.7 Million
5.53% of portfolio
|
Q1 2025
Reduced 8.61%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
394,117
shares
|
$11.7 Million
0.86% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
393,678
shares
|
$11.7 Million
3.71% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
391,704
shares
|
$11.6 Million
10.25% of portfolio
|
Q2 2025
Added 13.7%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
390,729
shares
|
$11.6 Million
8.29% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
388,075
shares
|
$11.5 Million
2.0% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
387,700
shares
|
$11.5 Million
0.15% of portfolio
|
Q1 2025
Added 19.25%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
385,585
shares
|
$11.4 Million
9.49% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
379,167
shares
|
$11.3 Million
4.56% of portfolio
|
Q1 2025
Added 2.95%
|