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 $25.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
7,720
shares
|
$240,092
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,720
shares
|
$240,092
0.02% of portfolio
|
Q1 2023
Added 11.56%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jul 29, 2025 Q2 2025 |
7,707
shares
|
$239,687
0.03% of portfolio
|
Q2 2025
Reduced 15.62%
|
|
|
Advocate Group LLC
|
Jul 25, 2025 Q2 2025 |
7,701
shares
|
$239,501
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
7,648
shares
|
$237,852
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Pegasus Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
7,638
shares
|
$237,541
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,616
shares
|
$236,857
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
7,600
shares
|
$236,360
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
7,577
shares
|
$235,644
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
7,569
shares
|
$235,395
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
7,536
shares
|
$234,369
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
7,519
shares
|
$233,840
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,502
shares
|
$233,312
0.29% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,501
shares
|
$233,281
0.2% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
7,486
shares
|
$232,814
0.07% of portfolio
|
Q2 2025
Reduced 21.4%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
7,478
shares
|
$232,565
0.01% of portfolio
|
Q2 2025
Reduced 27.79%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
7,467
shares
|
$232,223
0.03% of portfolio
|
Q2 2025
Added 2045.69%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Jul 22, 2025 Q2 2025 |
7,465
shares
|
$232,161
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
7,420
shares
|
$230,762
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
7,418
shares
|
$230,699
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
7,401
shares
|
$230,171
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
7,377
shares
|
$229,424
0.07% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
7,361
shares
|
$228,927
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
7,342
shares
|
$228,336
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
7,341
shares
|
$228,305
0.04% of portfolio
|
Q4 2024
New holding
|