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 |
|---|---|---|---|---|---|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
647
shares
|
$20,121
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
644
shares
|
$20,028
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
620
shares
|
$19,282
0.01% of portfolio
|
Q2 2025
Reduced 68.16%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
611
shares
|
$19,002
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
611
shares
|
$19,002
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
608
shares
|
$18,908
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
608
shares
|
$18,908
0.0% of portfolio
|
Q1 2025
Reduced 22.25%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
580
shares
|
$18,038
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
574
shares
|
$17,851
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
524
shares
|
$16,296
0.0% of portfolio
|
Q2 2025
Added 30.67%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
512
shares
|
$15,923
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
483
shares
|
$15,021
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
480
shares
|
$14,928
0.0% of portfolio
|
Q2 2025
Reduced 13.04%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
460
shares
|
$14,306
0.0% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
458
shares
|
$14,243
0.0% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
448
shares
|
$13,932
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
443
shares
|
$13,777
0.0% of portfolio
|
Q1 2025
Reduced 40.38%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
437
shares
|
$13,590
0.0% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
424
shares
|
$13,186
0.0% of portfolio
|
Q4 2024
Added 657.14%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
400
shares
|
$12,440
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
392
shares
|
$12,191
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
385
shares
|
$11,973
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
383
shares
|
$11,911
0.01% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
360
shares
|
$11,196
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
360
shares
|
$11,196
0.0% of portfolio
|
Q2 2025
New holding
|