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 1,633 institutions that hold shares in the stock, with a total of 816 Million shares, which have been reported (via 13F filing form) to have a value of $25.9 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
|
$4.65 Million
2.03% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
145,800
shares
|
$4.63 Million
0.85% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
144,594
shares
|
$4.59 Million
0.18% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
142,669
shares
|
$4.53 Million
2.1% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
142,543
shares
|
$4.52 Million
0.68% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Q3 Asset Management
|
Oct 27, 2025 Q3 2025 |
141,160
shares
|
$4.48 Million
1.54% of portfolio
|
Q3 2025
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
140,883
shares
|
$4.47 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
140,776
shares
|
$4.47 Million
5.97% of portfolio
|
Q1 2023
Added 38.04%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
140,540
shares
|
$4.46 Million
0.07% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
139,478
shares
|
$4.43 Million
1.76% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
138,655
shares
|
$4.4 Million
0.01% of portfolio
|
Q2 2025
Added 36.31%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Aug 05, 2025 Q2 2025 |
138,299
shares
|
$4.39 Million
2.73% of portfolio
|
Q2 2025
Reduced 65.14%
|
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
137,529
shares
|
$4.37 Million
1.97% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
136,869
shares
|
$4.34 Million
0.55% of portfolio
|
Q2 2025
Reduced 18.47%
|
|
|
Barden Capital Management, Inc.
|
Jul 28, 2025 Q2 2025 |
136,794
shares
|
$4.34 Million
3.5% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
136,437
shares
|
$4.33 Million
0.11% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
135,972
shares
|
$4.32 Million
0.16% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
135,644
shares
|
$4.31 Million
0.5% of portfolio
|
Q3 2025
Reduced 49.65%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
135,546
shares
|
$4.3 Million
1.09% of portfolio
|
Q3 2025
Added 197.64%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
135,424
shares
|
$4.3 Million
0.21% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
135,058
shares
|
$4.29 Million
2.6% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
135,014
shares
|
$4.29 Million
0.02% of portfolio
|
Q2 2025
Added 118.15%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
134,766
shares
|
$4.28 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
134,549
shares
|
$4.27 Million
0.29% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
134,542
shares
|
$4.27 Million
1.52% of portfolio
|
Q2 2024
Reduced 9.56%
|