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 |
|---|---|---|---|---|---|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
2,325
shares
|
$72,307
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
2,303
shares
|
$71,623
0.0% of portfolio
|
Q2 2025
Reduced 28.3%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
2,277
shares
|
$70,814
0.01% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
2,256
shares
|
$70,161
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
2,139
shares
|
$66,522
0.0% of portfolio
|
Q2 2025
Added 18.05%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
2,100
shares
|
$65,310
0.01% of portfolio
|
Q4 2024
Added 287.45%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
2,040
shares
|
$63,444
0.01% of portfolio
|
Q4 2024
Added 209.09%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
2,025
shares
|
$62,977
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,021
shares
|
$62,853
0.03% of portfolio
|
Q2 2025
Reduced 95.05%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,008
shares
|
$62,448
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
1,985
shares
|
$61,733
0.03% of portfolio
|
Q2 2025
Added 1737.96%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
1,962
shares
|
$61,018
0.02% of portfolio
|
Q2 2025
Added 408.29%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
1,950
shares
|
$60,645
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,940
shares
|
$60,334
0.02% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
1,920
shares
|
$59,712
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
1,910
shares
|
$59,401
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,900
shares
|
$59,090
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
|
$58,965
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
1,895
shares
|
$58,934
0.02% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
1,852
shares
|
$57,597
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
|
$56,757
0.02% of portfolio
|
Q4 2024
Added 300.22%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
1,811
shares
|
$56,322
0.01% of portfolio
|
Q2 2025
Added 200.33%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
1,802
shares
|
$56,042
0.02% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,800
shares
|
$55,980
0.02% of portfolio
|
Q2 2022
Reduced 8.91%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
1,775
shares
|
$55,202
0.07% of portfolio
|
Q4 2024
Added 307.11%
|