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 |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,912
shares
|
$56,767
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
1,910
shares
|
$56,707
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,900
shares
|
$56,411
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
1,896
shares
|
$56,292
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
1,852
shares
|
$54,985
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
1,825
shares
|
$54,184
0.02% of portfolio
|
Q4 2024
Added 300.22%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
1,802
shares
|
$53,501
0.02% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,800
shares
|
$53,442
0.02% of portfolio
|
Q2 2022
Reduced 8.91%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
1,795
shares
|
$53,293
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
1,775
shares
|
$52,699
0.07% of portfolio
|
Q4 2024
Added 307.11%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,748
shares
|
$51,898
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,712
shares
|
$50,829
0.03% of portfolio
|
Q4 2024
Added 707.55%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,650
shares
|
$48,988
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
1,600
shares
|
$47,504
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
1,584
shares
|
$47,028
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
1,580
shares
|
$46,910
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,537
shares
|
$45,633
0.04% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
1,495
shares
|
$44,386
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
1,450
shares
|
$43,050
0.02% of portfolio
|
Q4 2024
Added 300.55%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
1,433
shares
|
$42,545
0.01% of portfolio
|
Q1 2025
Reduced 18.44%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
1,427
shares
|
$42,367
0.02% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
1,424
shares
|
$42,278
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
1,420
shares
|
$42,159
0.0% of portfolio
|
Q1 2025
Added 62.84%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,415
shares
|
$42,011
0.0% of portfolio
|
Q1 2025
Added 25.89%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
1,375
shares
|
$40,823
0.01% of portfolio
|
Q1 2025
Added 1.4%
|