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 |
|---|---|---|---|---|---|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
12,834
shares
|
$399,265
0.28% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
12,740
shares
|
$396,341
0.09% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
12,729
shares
|
$395,999
0.94% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
12,655
shares
|
$393,697
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
12,622
shares
|
$392,670
0.26% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
12,621
shares
|
$392,639
0.01% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
12,578
shares
|
$391,301
0.05% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
12,524
shares
|
$389,621
0.05% of portfolio
|
Q2 2025
Reduced 14.42%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
12,513
shares
|
$389,279
0.13% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
12,508
shares
|
$389,123
0.06% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
12,483
shares
|
$388,346
0.31% of portfolio
|
Q4 2022
Reduced 8.49%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
12,479
shares
|
$388,221
0.11% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
12,473
shares
|
$388,035
0.43% of portfolio
|
Q2 2025
Reduced 61.61%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
12,434
shares
|
$386,821
0.01% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
12,384
shares
|
$385,266
0.26% of portfolio
|
Q2 2024
Reduced 25.39%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
12,345
shares
|
$384,052
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
12,285
shares
|
$382,186
0.03% of portfolio
|
Q2 2025
Added 8.64%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
12,257
shares
|
$381,315
0.15% of portfolio
|
Q3 2024
Added 20.23%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
12,256
shares
|
$381,284
0.0% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Aug 13, 2025 Q2 2025 |
12,237
shares
|
$380,693
1.7% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
12,163
shares
|
$378,390
0.29% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
12,151
shares
|
$378,017
0.0% of portfolio
|
Q2 2023
Added 6.37%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
12,101
shares
|
$376,462
0.05% of portfolio
|
Q2 2025
Added 22.08%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
12,086
shares
|
$375,995
0.23% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
12,080
shares
|
$375,808
0.19% of portfolio
|
Q4 2024
Added 248.23%
|