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 |
|---|---|---|---|---|---|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
613
shares
|
$19,456
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
611
shares
|
$19,393
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
608
shares
|
$19,297
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
608
shares
|
$19,297
0.0% of portfolio
|
Q1 2025
Reduced 22.25%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
580
shares
|
$18,409
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
574
shares
|
$18,218
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
547
shares
|
$17,361
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
524
shares
|
$16,631
0.0% of portfolio
|
Q2 2025
Added 30.67%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
512
shares
|
$16,250
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
511
shares
|
$16,219
0.59% of portfolio
|
Q3 2025
Added 1209.39%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
483
shares
|
$15,330
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
480
shares
|
$15,235
0.0% of portfolio
|
Q2 2025
Reduced 13.04%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
480
shares
|
$15,235
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
460
shares
|
$14,600
0.0% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
458
shares
|
$14,536
0.0% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
448
shares
|
$14,219
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
443
shares
|
$14,060
0.0% of portfolio
|
Q1 2025
Reduced 40.38%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
437
shares
|
$13,870
0.0% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
424
shares
|
$13,457
0.0% of portfolio
|
Q4 2024
Added 657.14%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
400
shares
|
$12,696
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
400
shares
|
$12,696
0.0% of portfolio
|
Q3 2025
Added 669.23%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
400
shares
|
$12,696
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
392
shares
|
$12,442
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
385
shares
|
$12,219
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
383
shares
|
$12,156
0.01% of portfolio
|
Q3 2024
Added 0.26%
|