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 1,535 institutions that hold shares in the stock, with a total of 752 Million shares, which have been reported (via 13F filing form) to have a value of $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
32,643
shares
|
$969,170
0.18% of portfolio
|
Q2 2025
Reduced 19.56%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
32,607
shares
|
$968,101
0.02% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
32,597
shares
|
$967,804
0.08% of portfolio
|
Q1 2025
Added 60.21%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
32,551
shares
|
$966,439
0.18% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
32,520
shares
|
$965,518
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
32,131
shares
|
$953,969
0.06% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
31,456
shares
|
$933,928
0.2% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
31,311
shares
|
$929,623
0.09% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
31,297
shares
|
$929,207
0.03% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
31,291
shares
|
$929,029
0.18% of portfolio
|
Q1 2025
Reduced 12.36%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
31,271
shares
|
$928,435
0.23% of portfolio
|
Q2 2025
Reduced 18.72%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
31,040
shares
|
$921,577
0.05% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
30,973
shares
|
$919,588
0.54% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
30,664
shares
|
$910,414
0.3% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
30,644
shares
|
$909,820
0.04% of portfolio
|
Q4 2024
Added 241.97%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
30,412
shares
|
$902,932
0.15% of portfolio
|
Q1 2025
Reduced 92.57%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
30,250
shares
|
$898,122
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
|
$897,469
0.05% of portfolio
|
Q4 2024
Added 779.23%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
30,137
shares
|
$894,767
0.08% of portfolio
|
Q1 2025
Added 42.38%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
29,927
shares
|
$888,532
0.09% of portfolio
|
Q1 2025
Added 316.35%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
29,908
shares
|
$887,968
0.74% of portfolio
|
Q2 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
29,904
shares
|
$887,849
0.21% of portfolio
|
Q1 2025
Added 26.95%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
29,899
shares
|
$887,701
0.42% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
29,850
shares
|
$886,246
0.46% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
29,832
shares
|
$885,712
0.18% of portfolio
|
Q1 2025
Added 3.34%
|