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 1,636 institutions that hold shares in the stock, with a total of 832 Million shares, which have been reported (via 13F filing form) to have a value of $26.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
2,416
shares
|
$76,683
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
2,400
shares
|
$76,176
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
2,325
shares
|
$73,795
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
2,303
shares
|
$73,097
0.0% of portfolio
|
Q2 2025
Reduced 28.3%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
2,296
shares
|
$72,875
0.08% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
2,277
shares
|
$72,271
0.01% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
2,232
shares
|
$70,843
0.0% of portfolio
|
Q3 2025
Added 16.25%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
2,139
shares
|
$67,891
0.0% of portfolio
|
Q2 2025
Added 18.05%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
2,100
shares
|
$66,654
0.01% of portfolio
|
Q4 2024
Added 287.45%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
2,088
shares
|
$66,273
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
2,040
shares
|
$64,749
0.01% of portfolio
|
Q4 2024
Added 209.09%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
2,033
shares
|
$64,527
0.06% of portfolio
|
Q3 2025
Added 32.27%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
2,025
shares
|
$64,273
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,021
shares
|
$64,146
0.03% of portfolio
|
Q2 2025
Reduced 95.05%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,008
shares
|
$63,733
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
1,985
shares
|
$63,003
0.03% of portfolio
|
Q2 2025
Added 1737.96%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,940
shares
|
$61,575
0.02% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
1,927
shares
|
$61,162
0.01% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
1,910
shares
|
$60,623
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,900
shares
|
$60,306
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
1,895
shares
|
$60,147
0.02% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
1,847
shares
|
$58,623
0.0% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
1,825
shares
|
$57,925
0.02% of portfolio
|
Q4 2024
Added 300.22%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
1,813
shares
|
$57,544
0.02% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
1,811
shares
|
$57,481
0.01% of portfolio
|
Q2 2025
Added 200.33%
|