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 |
|---|---|---|---|---|---|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
33,073
shares
|
$1.03 Million
0.41% of portfolio
|
Q2 2025
Added 20.58%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
32,820
shares
|
$1.02 Million
1.03% of portfolio
|
Q2 2025
Added 32.43%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
32,793
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.92%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
32,697
shares
|
$1.02 Million
0.31% of portfolio
|
Q4 2024
Added 300.01%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
32,648
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Added 13.1%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
32,643
shares
|
$1.02 Million
0.18% of portfolio
|
Q2 2025
Reduced 19.56%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
32,607
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
32,540
shares
|
$1.01 Million
0.15% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
32,183
shares
|
$1 Million
0.35% of portfolio
|
Q2 2025
Added 36.6%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
32,131
shares
|
$999,595
0.06% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
31,866
shares
|
$991,351
0.2% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
31,311
shares
|
$974,085
0.09% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
31,271
shares
|
$972,840
0.23% of portfolio
|
Q2 2025
Reduced 18.72%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
31,108
shares
|
$967,769
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
31,079
shares
|
$966,867
0.18% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
31,040
shares
|
$965,654
0.05% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
30,982
shares
|
$963,850
0.54% of portfolio
|
Q2 2025
Added 22.78%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
30,973
shares
|
$963,570
0.54% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
30,664
shares
|
$953,957
0.3% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
30,644
shares
|
$953,334
0.04% of portfolio
|
Q4 2024
Added 241.97%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
30,449
shares
|
$947,268
0.8% of portfolio
|
Q2 2025
Reduced 49.34%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
30,250
shares
|
$941,077
0.2% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
30,228
shares
|
$940,393
0.05% of portfolio
|
Q4 2024
Added 779.23%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
29,927
shares
|
$931,028
0.1% of portfolio
|
Q1 2025
Added 316.35%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
29,908
shares
|
$930,437
0.74% of portfolio
|
Q2 2025
New holding
|