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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,353
shares
|
$40,170
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,332
shares
|
$39,547
0.0% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
1,304
shares
|
$38,715
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,296
shares
|
$38,478
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
1,280
shares
|
$38,003
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
1,276
shares
|
$37,884
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,257
shares
|
$37,320
0.09% of portfolio
|
Q3 2024
Added 178.1%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
1,244
shares
|
$36,934
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,233
shares
|
$36,607
0.0% of portfolio
|
Q1 2025
Added 202.21%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
1,123
shares
|
$33,341
0.01% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
1,073
shares
|
$31,857
0.01% of portfolio
|
Q1 2025
Added 34.13%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,020
shares
|
$30,283
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,016
shares
|
$30,165
0.0% of portfolio
|
Q1 2025
Reduced 67.18%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
1,000
shares
|
$29,690
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
996
shares
|
$29,571
0.0% of portfolio
|
Q4 2024
Added 53.47%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
944
shares
|
$28,027
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
904
shares
|
$26,839
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
900
shares
|
$26,721
0.03% of portfolio
|
Q4 2022
Reduced 66.2%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
881
shares
|
$26,156
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
877
shares
|
$26,038
0.01% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
856
shares
|
$25,414
0.0% of portfolio
|
Q1 2025
Added 25.33%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
818
shares
|
$24,286
0.0% of portfolio
|
Q1 2025
Added 16260.0%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
816
shares
|
$24,227
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
815
shares
|
$24,197
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
764
shares
|
$22,683
0.0% of portfolio
|
Q2 2025
New holding
|