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 |
|---|---|---|---|---|---|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
10,588
shares
|
$329,392
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,552
shares
|
$328,272
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
10,551
shares
|
$328,241
0.14% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
10,518
shares
|
$327,214
1.25% of portfolio
|
Q4 2023
Reduced 2.42%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
10,512
shares
|
$327,028
0.04% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
10,510
shares
|
$326,966
0.1% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
10,499
shares
|
$326,623
0.02% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Aug 20, 2025 Q2 2025 |
10,391
shares
|
$323,264
0.16% of portfolio
|
Q2 2025
Added 37.45%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
10,390
shares
|
$323,232
0.08% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
10,363
shares
|
$322,392
0.29% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
10,342
shares
|
$321,739
0.07% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
10,306
shares
|
$320,619
0.08% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
10,305
shares
|
$320,588
0.0% of portfolio
|
Q2 2025
Added 21.75%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
10,254
shares
|
$319,001
0.03% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
10,248
shares
|
$318,815
0.12% of portfolio
|
Q1 2025
Reduced 32.63%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
10,217
shares
|
$317,850
0.04% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
10,170
shares
|
$316,388
0.09% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
10,068
shares
|
$313,215
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
10,066
shares
|
$313,153
0.15% of portfolio
|
Q2 2025
Reduced 44.43%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
10,045
shares
|
$312,499
0.02% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
10,038
shares
|
$312,282
0.03% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
10,034
shares
|
$312,157
0.1% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Bg Investment Services, Inc.
|
Jul 30, 2025 Q2 2025 |
10,032
shares
|
$312,095
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2025 Q2 2025 |
9,987
shares
|
$310,695
0.0% of portfolio
|
Q2 2025
Reduced 20.61%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
9,941
shares
|
$309,264
0.13% of portfolio
|
Q3 2023
Added 6.94%
|