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 $25.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,260
shares
|
$101,418
0.04% of portfolio
|
Q4 2024
Added 199.08%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,206
shares
|
$99,738
0.06% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
3,128
shares
|
$97,312
0.0% of portfolio
|
Q1 2025
Added 29.9%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
3,032
shares
|
$94,325
0.04% of portfolio
|
Q4 2024
Added 226.02%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
3,000
shares
|
$93,330
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
2,960
shares
|
$92,085
0.01% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
2,936
shares
|
$91,338
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
2,904
shares
|
$90,343
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
2,880
shares
|
$89,596
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
2,841
shares
|
$88,383
0.02% of portfolio
|
Q2 2025
Reduced 63.82%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,764
shares
|
$85,988
0.03% of portfolio
|
Q2 2024
Added 4.22%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
2,736
shares
|
$85,116
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
2,685
shares
|
$83,530
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,675
shares
|
$83,219
0.01% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
2,671
shares
|
$83,094
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
2,638
shares
|
$82,068
0.04% of portfolio
|
Q1 2025
Reduced 96.01%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
2,586
shares
|
$80,450
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
2,542
shares
|
$79,081
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
2,513
shares
|
$78,179
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,508
shares
|
$78,023
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
2,508
shares
|
$78,023
0.02% of portfolio
|
Q2 2025
Added 46.84%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,500
shares
|
$77,775
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
2,446
shares
|
$76,095
0.04% of portfolio
|
Q2 2025
Reduced 94.06%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
2,416
shares
|
$75,161
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
2,400
shares
|
$74,664
0.01% of portfolio
|
Q4 2024
Added 300.0%
|