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 |
|---|---|---|---|---|---|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
12,077
shares
|
$375,715
0.01% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
12,065
shares
|
$375,342
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
12,000
shares
|
$373,320
0.27% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
11,976
shares
|
$372,573
0.14% of portfolio
|
Q4 2024
Added 410.92%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,963
shares
|
$372,168
0.06% of portfolio
|
Q2 2022
Reduced 1.51%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Aug 04, 2025 Q2 2025 |
11,904
shares
|
$370,333
0.13% of portfolio
|
Q2 2025
Reduced 39.44%
|
|
|
Econ Financial Services Corp
|
Aug 04, 2025 Q2 2025 |
11,741
shares
|
$365,262
0.19% of portfolio
|
Q2 2025
Reduced 86.63%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,721
shares
|
$364,640
0.03% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
11,715
shares
|
$364,453
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
11,672
shares
|
$363,115
0.03% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
11,597
shares
|
$360,782
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
11,586
shares
|
$360,440
0.04% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
11,584
shares
|
$360,378
2.94% of portfolio
|
Q3 2023
Reduced 95.77%
|
|
|
Diversified Investment Strategies, LLC
|
Jul 28, 2025 Q2 2025 |
11,576
shares
|
$360,129
0.24% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
11,568
shares
|
$359,880
0.11% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jul 14, 2025 Q2 2025 |
11,544
shares
|
$359,133
0.11% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
11,476
shares
|
$357,018
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
11,468
shares
|
$356,769
0.01% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
11,445
shares
|
$356,053
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
11,444
shares
|
$356,022
0.18% of portfolio
|
Q2 2025
Reduced 40.11%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
11,421
shares
|
$355,307
0.22% of portfolio
|
Q1 2025
Added 267.94%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
11,347
shares
|
$353,005
0.03% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
11,308
shares
|
$351,791
0.18% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
11,285
shares
|
$351,076
0.01% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
11,282
shares
|
$350,983
0.15% of portfolio
|
Q2 2025
Reduced 15.58%
|