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 1,535 institutions that hold shares in the stock, with a total of 752 Million shares, which have been reported (via 13F filing form) to have a value of $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
400
shares
|
$11,876
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
400
shares
|
$11,876
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
392
shares
|
$11,638
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
385
shares
|
$11,430
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
383
shares
|
$11,371
0.01% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
360
shares
|
$10,688
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
350
shares
|
$10,391
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
350
shares
|
$10,391
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
348
shares
|
$10,332
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
329
shares
|
$9,768
0.02% of portfolio
|
Q2 2024
Reduced 92.14%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
317
shares
|
$9,411
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
300
shares
|
$8,907
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
296
shares
|
$8,788
0.0% of portfolio
|
Q1 2025
Reduced 41.27%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
291
shares
|
$8,639
0.01% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
May 07, 2025 Q1 2025 |
274
shares
|
$8,135
0.01% of portfolio
|
Q1 2025
Reduced 99.96%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
268
shares
|
$7,956
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
256
shares
|
$7,600
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
252
shares
|
$7,481
0.0% of portfolio
|
Q4 2024
Added 869.23%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
248
shares
|
$7,363
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
232
shares
|
$6,888
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
220
shares
|
$6,531
0.09% of portfolio
|
Q1 2025
Reduced 51.33%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
206
shares
|
$6,116
0.01% of portfolio
|
Q1 2022
Added 2475.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
202
shares
|
$5,997
0.0% of portfolio
|
Q1 2025
Reduced 48.47%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
194
shares
|
$5,759
0.0% of portfolio
|
Q4 2022
Reduced 75.54%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
176
shares
|
$5,225
0.0% of portfolio
|
Q4 2024
Added 300.0%
|