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 |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,016
shares
|
$32,247
0.0% of portfolio
|
Q1 2025
Reduced 67.18%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
1,000
shares
|
$31,740
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
997
shares
|
$31,644
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
996
shares
|
$31,613
0.0% of portfolio
|
Q4 2024
Added 53.47%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
977
shares
|
$31,009
0.0% of portfolio
|
Q2 2025
Reduced 98.41%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
904
shares
|
$28,692
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
900
shares
|
$28,566
0.03% of portfolio
|
Q4 2022
Reduced 66.2%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
881
shares
|
$27,962
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
879
shares
|
$27,899
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
856
shares
|
$27,169
0.0% of portfolio
|
Q1 2025
Added 25.33%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
818
shares
|
$25,963
0.0% of portfolio
|
Q1 2025
Added 16260.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
818
shares
|
$25,963
0.0% of portfolio
|
Q2 2025
Added 3990.0%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
816
shares
|
$25,899
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
802
shares
|
$25,455
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
774
shares
|
$24,566
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
765
shares
|
$24,281
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
749
shares
|
$23,773
0.01% of portfolio
|
Q3 2025
Reduced 25.32%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
714
shares
|
$22,662
0.0% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
712
shares
|
$22,598
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Aug 13, 2025 Q2 2025 |
692
shares
|
$21,964
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
657
shares
|
$20,853
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
657
shares
|
$20,853
0.0% of portfolio
|
Q2 2023
Added 0.15%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
648
shares
|
$20,567
0.01% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
647
shares
|
$20,535
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
626
shares
|
$19,869
0.0% of portfolio
|
Q3 2025
Reduced 4.72%
|