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 1,526 institutions that hold shares in the stock, with a total of 749 Million shares, which have been reported (via 13F filing form) to have a value of $21.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
144,051
shares
|
$4.19 Million
1.18% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
143,254
shares
|
$4.17 Million
1.25% of portfolio
|
Q2 2025
Added 35.17%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
143,109
shares
|
$4.16 Million
0.0% of portfolio
|
Q1 2025
Added 109.22%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
142,895
shares
|
$4.16 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
142,718
shares
|
$4.15 Million
0.05% of portfolio
|
Q1 2025
Added 116.3%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
142,673
shares
|
$4.15 Million
0.29% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
142,669
shares
|
$4.15 Million
2.1% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
142,533
shares
|
$4.15 Million
0.63% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
142,113
shares
|
$4.13 Million
0.62% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
141,674
shares
|
$4.12 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
140,776
shares
|
$4.1 Million
5.97% of portfolio
|
Q1 2023
Added 38.04%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
140,132
shares
|
$4.08 Million
3.24% of portfolio
|
Q1 2025
Added 37.65%
|
|
|
Barden Capital Management, Inc.
|
Apr 14, 2025 Q1 2025 |
139,904
shares
|
$4.07 Million
3.12% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
139,700
shares
|
$4.06 Million
3.05% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
138,839
shares
|
$4.04 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
138,838
shares
|
$4.04 Million
0.17% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Financial Services Advisory Inc
|
May 12, 2025 Q1 2025 |
138,102
shares
|
$4.02 Million
1.31% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
136,869
shares
|
$3.98 Million
0.55% of portfolio
|
Q2 2025
Reduced 18.47%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
136,432
shares
|
$3.97 Million
0.11% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
136,395
shares
|
$3.97 Million
1.92% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
135,972
shares
|
$3.96 Million
0.16% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
135,424
shares
|
$3.94 Million
0.21% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
134,867
shares
|
$3.92 Million
0.03% of portfolio
|
Q1 2025
Added 32.07%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
134,542
shares
|
$3.91 Million
1.52% of portfolio
|
Q2 2024
Reduced 9.56%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
134,446
shares
|
$3.91 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.34%
|