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 |
|---|---|---|---|---|---|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
6,269
shares
|
$195,028
0.17% of portfolio
|
Q2 2025
Added 44.15%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
6,221
shares
|
$193,535
0.01% of portfolio
|
Q2 2025
Added 12.17%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,155
shares
|
$191,482
0.01% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
6,096
shares
|
$189,646
0.02% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
5,823
shares
|
$181,153
0.35% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
5,820
shares
|
$181,060
0.05% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
5,756
shares
|
$179,069
0.04% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
5,707
shares
|
$177,544
0.29% of portfolio
|
Q2 2023
Reduced 45.83%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
5,642
shares
|
$175,522
0.13% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
5,637
shares
|
$175,367
0.08% of portfolio
|
Q2 2025
Added 127.21%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,636
shares
|
$175,335
0.39% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
5,600
shares
|
$174,216
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
5,572
shares
|
$173,344
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
5,572
shares
|
$173,344
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
5,217
shares
|
$162,300
0.0% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
4,970
shares
|
$154,616
0.14% of portfolio
|
Q2 2025
Added 15.9%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
4,922
shares
|
$153,123
0.01% of portfolio
|
Q4 2024
Added 302.78%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
4,909
shares
|
$152,718
0.24% of portfolio
|
Q2 2022
Reduced 8.07%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
4,907
shares
|
$152,656
0.01% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,880
shares
|
$151,816
0.01% of portfolio
|
Q4 2024
Added 146.46%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
4,756
shares
|
$147,959
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
4,710
shares
|
$146,528
0.01% of portfolio
|
Q2 2025
Added 64.97%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
4,608
shares
|
$143,354
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
4,569
shares
|
$142,141
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
4,343
shares
|
$135,110
0.05% of portfolio
|
Q2 2025
Reduced 4.55%
|