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 |
|---|---|---|---|---|---|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
360
shares
|
$11,426
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
360
shares
|
$11,426
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
350
shares
|
$11,109
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
350
shares
|
$11,109
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
345
shares
|
$10,950
0.01% of portfolio
|
Q3 2025
Added 885.71%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
329
shares
|
$10,442
0.02% of portfolio
|
Q2 2024
Reduced 92.14%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
317
shares
|
$10,061
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
300
shares
|
$9,522
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
277
shares
|
$8,791
0.17% of portfolio
|
Q2 2025
Added 25.91%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
276
shares
|
$8,760
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
276
shares
|
$8,760
0.0% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
268
shares
|
$8,506
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
256
shares
|
$8,125
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
252
shares
|
$7,998
0.0% of portfolio
|
Q4 2024
Added 869.23%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
248
shares
|
$7,871
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
226
shares
|
$7,173
0.0% of portfolio
|
Q2 2025
Added 11.88%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
206
shares
|
$6,538
0.01% of portfolio
|
Q1 2022
Added 2475.0%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
200
shares
|
$6,348
0.0% of portfolio
|
Q3 2025
Added 769.57%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
198
shares
|
$6,284
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
194
shares
|
$6,157
0.0% of portfolio
|
Q4 2022
Reduced 75.54%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
184
shares
|
$5,840
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
180
shares
|
$5,713
0.0% of portfolio
|
Q2 2025
Reduced 86.49%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
176
shares
|
$5,586
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
176
shares
|
$5,586
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
165
shares
|
$5,237
0.0% of portfolio
|
Q2 2023
New holding
|