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 |
|---|---|---|---|---|---|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
17,636
shares
|
$548,655
0.07% of portfolio
|
Q2 2025
Added 52.17%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
17,569
shares
|
$546,571
0.25% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
17,527
shares
|
$545,264
0.1% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
17,473
shares
|
$543,585
0.04% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
17,458
shares
|
$543,118
0.06% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
17,360
shares
|
$540,069
0.26% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
17,315
shares
|
$538,669
0.19% of portfolio
|
Q2 2025
Reduced 15.49%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
17,168
shares
|
$534,096
0.25% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
17,139
shares
|
$533,194
0.31% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
17,104
shares
|
$532,105
0.02% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Granite Bay Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
17,100
shares
|
$531,981
0.16% of portfolio
|
Q2 2025
Reduced 16.4%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
17,027
shares
|
$529,709
0.03% of portfolio
|
Q2 2025
Reduced 18.7%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
17,024
shares
|
$529,616
0.19% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Jul 16, 2025 Q2 2025 |
16,984
shares
|
$528,372
0.49% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
16,872
shares
|
$524,887
0.08% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
16,835
shares
|
$523,736
0.02% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
16,735
shares
|
$520,625
0.09% of portfolio
|
Q2 2025
Added 13.22%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
16,705
shares
|
$519,692
0.02% of portfolio
|
Q2 2025
Reduced 30.34%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
16,688
shares
|
$519,163
0.08% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
16,505
shares
|
$513,470
0.18% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
16,418
shares
|
$510,763
0.01% of portfolio
|
Q2 2025
Added 145.85%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
16,402
shares
|
$510,266
0.07% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
16,268
shares
|
$506,097
0.31% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
16,188
shares
|
$503,608
0.23% of portfolio
|
Q4 2022
Added 3.94%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
16,174
shares
|
$503,173
0.18% of portfolio
|
Q2 2025
Added 33.59%
|