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 |
|---|---|---|---|---|---|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
350
shares
|
$10,885
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
350
shares
|
$10,885
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
329
shares
|
$10,231
0.02% of portfolio
|
Q2 2024
Reduced 92.14%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
317
shares
|
$9,858
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
300
shares
|
$9,330
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
277
shares
|
$8,614
0.17% of portfolio
|
Q2 2025
Added 25.91%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
276
shares
|
$8,583
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
276
shares
|
$8,583
0.0% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
268
shares
|
$8,334
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
256
shares
|
$7,961
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
252
shares
|
$7,837
0.0% of portfolio
|
Q4 2024
Added 869.23%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
248
shares
|
$7,712
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
232
shares
|
$7,215
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
226
shares
|
$7,028
0.0% of portfolio
|
Q2 2025
Added 11.88%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
206
shares
|
$6,406
0.01% of portfolio
|
Q1 2022
Added 2475.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
194
shares
|
$6,033
0.0% of portfolio
|
Q4 2022
Reduced 75.54%
|
|
|
Beacon Capital Management, Inc.
|
Sep 04, 2025 Q2 2025 |
184
shares
|
$5,722
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
180
shares
|
$5,598
0.0% of portfolio
|
Q2 2025
Reduced 86.49%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
176
shares
|
$5,473
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
176
shares
|
$5,473
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
165
shares
|
$5,131
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
156
shares
|
$4,851
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
155
shares
|
$4,820
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
147
shares
|
$4,571
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
141
shares
|
$4,385
0.0% of portfolio
|
Q1 2025
New holding
|