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 |
|---|---|---|---|---|---|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
4,340
shares
|
$134,974
0.03% of portfolio
|
Q2 2025
Reduced 24.39%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,318
shares
|
$134,289
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
4,246
shares
|
$132,050
0.03% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,128
shares
|
$128,380
0.05% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
4,114
shares
|
$127,945
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
4,080
shares
|
$126,888
0.03% of portfolio
|
Q3 2022
Added 0.12%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,068
shares
|
$126,514
0.01% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
4,020
shares
|
$125,022
0.05% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
4,014
shares
|
$124,835
0.02% of portfolio
|
Q1 2025
Added 16625.0%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
4,008
shares
|
$124,648
0.02% of portfolio
|
Q1 2025
Added 234.0%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,972
shares
|
$123,529
0.15% of portfolio
|
Q2 2022
Reduced 0.48%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
3,911
shares
|
$121,632
0.06% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
3,894
shares
|
$121,103
0.07% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
3,760
shares
|
$116,936
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,748
shares
|
$116,562
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
3,746
shares
|
$116,500
0.11% of portfolio
|
Q4 2023
Added 0.13%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,744
shares
|
$116,438
0.13% of portfolio
|
Q1 2024
Added 41.6%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
3,719
shares
|
$115,660
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,690
shares
|
$114,759
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
3,569
shares
|
$110,995
0.07% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
3,476
shares
|
$108,103
0.0% of portfolio
|
Q2 2025
Reduced 22.08%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
3,405
shares
|
$105,895
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
3,402
shares
|
$105,802
0.03% of portfolio
|
Q1 2025
Reduced 17.11%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,371
shares
|
$104,838
0.0% of portfolio
|
Q2 2024
Added 54.42%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,282
shares
|
$102,070
0.02% of portfolio
|
Q3 2023
Reduced 15.04%
|