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 |
|---|---|---|---|---|---|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
9,936
shares
|
$309,108
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
9,920
shares
|
$308,611
0.05% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
9,912
shares
|
$308,362
0.02% of portfolio
|
Q2 2025
Added 418.41%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
9,908
shares
|
$308,237
0.22% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
9,883
shares
|
$307,460
0.02% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
9,878
shares
|
$307,304
0.04% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
9,840
shares
|
$306,122
0.05% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Jul 24, 2025 Q2 2025 |
9,833
shares
|
$305,904
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Aug 01, 2025 Q2 2025 |
9,808
shares
|
$305,126
0.12% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Check Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
9,800
shares
|
$304,878
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
9,767
shares
|
$303,851
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
9,728
shares
|
$302,638
0.15% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
9,702
shares
|
$301,829
0.24% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
9,685
shares
|
$301,300
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
9,676
shares
|
$301,020
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
9,620
shares
|
$299,278
0.04% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
9,605
shares
|
$298,811
0.0% of portfolio
|
Q2 2025
Reduced 37.0%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
9,599
shares
|
$298,624
0.07% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
9,596
shares
|
$298,531
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Riverstone Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
9,560
shares
|
$297,411
0.15% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
9,557
shares
|
$297,318
0.01% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
9,545
shares
|
$296,944
0.09% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
9,530
shares
|
$296,478
0.03% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
9,530
shares
|
$296,478
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
9,530
shares
|
$296,478
0.12% of portfolio
|
Q2 2025
Reduced 1.86%
|