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 1,539 institutions that hold shares in the stock, with a total of 756 Million shares, which have been reported (via 13F filing form) to have a value of $22.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
2,685
shares
|
$79,717
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,675
shares
|
$79,420
0.01% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
2,671
shares
|
$79,301
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
2,638
shares
|
$78,322
0.04% of portfolio
|
Q1 2025
Reduced 96.01%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
2,572
shares
|
$76,362
0.0% of portfolio
|
Q1 2025
Reduced 96.17%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
2,511
shares
|
$74,551
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,508
shares
|
$74,462
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
2,508
shares
|
$74,462
0.02% of portfolio
|
Q2 2025
Added 46.84%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,500
shares
|
$74,225
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
2,416
shares
|
$71,731
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
2,400
shares
|
$71,256
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
2,325
shares
|
$69,029
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
2,277
shares
|
$67,604
0.01% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
2,139
shares
|
$63,506
0.0% of portfolio
|
Q2 2025
Added 18.05%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
2,100
shares
|
$62,349
0.01% of portfolio
|
Q4 2024
Added 287.45%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
2,068
shares
|
$61,398
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
2,040
shares
|
$60,567
0.01% of portfolio
|
Q4 2024
Added 209.09%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
2,025
shares
|
$60,122
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,021
shares
|
$60,003
0.03% of portfolio
|
Q2 2025
Reduced 95.05%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,008
shares
|
$59,617
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
1,985
shares
|
$58,934
0.03% of portfolio
|
Q2 2025
Added 1737.96%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
1,962
shares
|
$58,251
0.02% of portfolio
|
Q2 2025
Added 408.29%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
1,947
shares
|
$57,806
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,940
shares
|
$57,598
0.02% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,920
shares
|
$57,004
0.0% of portfolio
|
Q4 2024
Added 300.0%
|