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 1,603 institutions that hold shares in the stock, with a total of 815 Million shares, which have been reported (via 13F filing form) to have a value of $25.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
146,468
shares
|
$4.56 Million
2.03% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
145,800
shares
|
$4.53 Million
0.84% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
145,412
shares
|
$4.52 Million
0.3% of portfolio
|
Q2 2025
Added 219.81%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
143,254
shares
|
$4.46 Million
1.25% of portfolio
|
Q2 2025
Added 35.17%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
142,669
shares
|
$4.44 Million
2.1% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
142,543
shares
|
$4.43 Million
0.68% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
142,533
shares
|
$4.43 Million
0.63% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
142,516
shares
|
$4.43 Million
0.3% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
140,776
shares
|
$4.38 Million
5.97% of portfolio
|
Q1 2023
Added 38.04%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
139,700
shares
|
$4.34 Million
3.05% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
138,838
shares
|
$4.32 Million
0.17% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
138,655
shares
|
$4.31 Million
0.01% of portfolio
|
Q2 2025
Added 36.31%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Aug 05, 2025 Q2 2025 |
138,299
shares
|
$4.3 Million
2.73% of portfolio
|
Q2 2025
Reduced 65.14%
|
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
137,529
shares
|
$4.28 Million
1.97% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
137,395
shares
|
$4.27 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
136,869
shares
|
$4.26 Million
0.55% of portfolio
|
Q2 2025
Reduced 18.47%
|
|
|
Barden Capital Management, Inc.
|
Jul 28, 2025 Q2 2025 |
136,794
shares
|
$4.25 Million
3.5% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
136,432
shares
|
$4.24 Million
0.11% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
136,395
shares
|
$4.24 Million
1.92% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
135,972
shares
|
$4.23 Million
0.16% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
135,424
shares
|
$4.21 Million
0.21% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
135,338
shares
|
$4.21 Million
1.49% of portfolio
|
Q2 2025
Reduced 22.98%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
135,058
shares
|
$4.2 Million
2.6% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
135,014
shares
|
$4.2 Million
0.02% of portfolio
|
Q2 2025
Added 118.15%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
134,766
shares
|
$4.19 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.88%
|