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 |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
1,748
shares
|
$54,380
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,712
shares
|
$53,260
0.03% of portfolio
|
Q4 2024
Added 707.55%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,650
shares
|
$51,331
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
1,630
shares
|
$50,709
0.0% of portfolio
|
Q2 2025
Added 15.19%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
1,600
shares
|
$49,776
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
1,584
shares
|
$49,278
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,537
shares
|
$47,816
0.04% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
1,473
shares
|
$45,825
0.01% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
1,450
shares
|
$45,109
0.02% of portfolio
|
Q4 2024
Added 300.55%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
1,434
shares
|
$44,611
0.02% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
1,427
shares
|
$44,393
0.02% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
1,424
shares
|
$44,300
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,353
shares
|
$42,091
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
1,307
shares
|
$40,660
0.0% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
1,304
shares
|
$40,567
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,257
shares
|
$39,105
0.09% of portfolio
|
Q3 2024
Added 178.1%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
1,248
shares
|
$38,825
0.01% of portfolio
|
Q2 2025
Added 754.79%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
1,240
shares
|
$38,576
0.0% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,233
shares
|
$38,358
0.01% of portfolio
|
Q2 2025
Added 148.59%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
1,122
shares
|
$34,905
0.0% of portfolio
|
Q2 2025
Reduced 20.99%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
1,073
shares
|
$33,381
0.01% of portfolio
|
Q1 2025
Added 34.13%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,045
shares
|
$32,509
0.0% of portfolio
|
Q2 2025
Reduced 15.25%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
1,044
shares
|
$32,478
0.03% of portfolio
|
Q2 2025
Reduced 16.08%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
1,035
shares
|
$32,198
0.01% of portfolio
|
Q2 2025
Reduced 98.96%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,020
shares
|
$31,732
0.0% of portfolio
|
Q2 2025
Added 0.1%
|