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 $25.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,016
shares
|
$31,607
0.0% of portfolio
|
Q1 2025
Reduced 67.18%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
1,003
shares
|
$31,203
0.02% of portfolio
|
Q2 2025
Added 34.09%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
1,000
shares
|
$31,110
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
997
shares
|
$31,016
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
996
shares
|
$30,985
0.0% of portfolio
|
Q4 2024
Added 53.47%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
977
shares
|
$30,394
0.0% of portfolio
|
Q2 2025
Reduced 98.41%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
944
shares
|
$29,367
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
904
shares
|
$28,123
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
900
shares
|
$27,999
0.03% of portfolio
|
Q4 2022
Reduced 66.2%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
889
shares
|
$27,656
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
881
shares
|
$27,407
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
878
shares
|
$27,314
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
856
shares
|
$26,630
0.0% of portfolio
|
Q1 2025
Added 25.33%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
818
shares
|
$25,447
0.0% of portfolio
|
Q1 2025
Added 16260.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
818
shares
|
$25,447
0.0% of portfolio
|
Q2 2025
Added 3990.0%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
816
shares
|
$25,385
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
815
shares
|
$25,354
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
764
shares
|
$23,768
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
714
shares
|
$22,212
0.0% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
712
shares
|
$22,150
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Aug 13, 2025 Q2 2025 |
692
shares
|
$21,528
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
657
shares
|
$20,439
0.0% of portfolio
|
Q2 2025
Reduced 72.99%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
657
shares
|
$20,439
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
657
shares
|
$20,439
0.0% of portfolio
|
Q2 2023
Added 0.15%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
648
shares
|
$20,159
0.01% of portfolio
|
Q4 2024
Added 9.64%
|