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 |
|---|---|---|---|---|---|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
113
shares
|
$3,514
0.0% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
112
shares
|
$3,483
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
100
shares
|
$3,110
0.0% of portfolio
|
Q1 2025
Reduced 62.41%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
74
shares
|
$2,301
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
70
shares
|
$2,177
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
68
shares
|
$2,114
0.0% of portfolio
|
Q1 2025
Reduced 96.01%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
52
shares
|
$1,617
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
40
shares
|
$1,244
0.0% of portfolio
|
Q2 2025
Reduced 75.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
35
shares
|
$1,088
0.0% of portfolio
|
Q2 2025
Reduced 87.97%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
23
shares
|
$715
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
22
shares
|
$684
0.0% of portfolio
|
Q2 2025
Reduced 96.68%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
16
shares
|
$497
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
8
shares
|
$248
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
3
shares
|
$93
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
3
shares
|
$93
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
3
shares
|
$93
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
1
shares
|
$31
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
1
shares
|
$31
0.0% of portfolio
|
Q1 2025
Reduced 99.82%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|