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 1,537 institutions that hold shares in the stock, with a total of 757 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 |
|---|---|---|---|---|---|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
692
shares
|
$20,545
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
660
shares
|
$19,595
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
657
shares
|
$19,506
0.0% of portfolio
|
Q2 2025
Reduced 72.99%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
657
shares
|
$19,506
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
657
shares
|
$19,506
0.0% of portfolio
|
Q2 2023
Added 0.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
649
shares
|
$19,268
0.0% of portfolio
|
Q1 2025
Reduced 98.15%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
648
shares
|
$19,239
0.01% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
647
shares
|
$19,209
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
644
shares
|
$19,120
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
611
shares
|
$18,140
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
608
shares
|
$18,051
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
608
shares
|
$18,051
0.01% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
608
shares
|
$18,051
0.0% of portfolio
|
Q1 2025
Reduced 22.25%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
603
shares
|
$17,903
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
584
shares
|
$17,338
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
552
shares
|
$16,388
0.0% of portfolio
|
Q4 2024
Added 294.29%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
512
shares
|
$15,201
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
496
shares
|
$14,726
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
483
shares
|
$14,340
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
460
shares
|
$13,657
0.0% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
458
shares
|
$13,598
0.0% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
448
shares
|
$13,301
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
443
shares
|
$13,152
0.0% of portfolio
|
Q1 2025
Reduced 40.38%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
424
shares
|
$12,588
0.0% of portfolio
|
Q4 2024
Added 657.14%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
401
shares
|
$11,905
0.0% of portfolio
|
Q1 2025
Reduced 75.84%
|