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 $25.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
92,975
shares
|
$2.89 Million
1.16% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
92,201
shares
|
$2.87 Million
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
88,986
shares
|
$2.77 Million
0.71% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
88,486
shares
|
$2.75 Million
0.45% of portfolio
|
Q2 2025
Added 60.01%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
88,263
shares
|
$2.75 Million
7.0% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
88,111
shares
|
$2.74 Million
0.46% of portfolio
|
Q2 2025
Added 11.42%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
87,999
shares
|
$2.74 Million
2.0% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
87,094
shares
|
$2.71 Million
1.36% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
87,079
shares
|
$2.71 Million
1.5% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
86,971
shares
|
$2.71 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
86,798
shares
|
$2.7 Million
1.24% of portfolio
|
Q4 2024
Added 299.29%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
86,737
shares
|
$2.7 Million
1.22% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
86,500
shares
|
$2.69 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
86,312
shares
|
$2.69 Million
0.82% of portfolio
|
Q2 2025
Reduced 36.0%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
86,044
shares
|
$2.68 Million
0.17% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
85,906
shares
|
$2.67 Million
0.29% of portfolio
|
Q2 2025
Added 10.26%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
85,301
shares
|
$2.65 Million
4.08% of portfolio
|
Q2 2023
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
85,267
shares
|
$2.65 Million
0.46% of portfolio
|
Q2 2025
Added 156.62%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
85,253
shares
|
$2.65 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
85,081
shares
|
$2.65 Million
1.37% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
84,961
shares
|
$2.64 Million
3.43% of portfolio
|
Q2 2025
Added 18.27%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
84,760
shares
|
$2.64 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
84,747
shares
|
$2.64 Million
1.98% of portfolio
|
Q2 2023
Reduced 1.49%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
84,483
shares
|
$2.63 Million
0.22% of portfolio
|
Q2 2025
Added 10.77%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
83,359
shares
|
$2.59 Million
0.07% of portfolio
|
Q2 2025
Added 3.51%
|