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 1,528 institutions that hold shares in the stock, with a total of 748 Million shares, which have been reported (via 13F filing form) to have a value of $21.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Granite Bay Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
17,100
shares
|
$497,439
0.16% of portfolio
|
Q2 2025
Reduced 16.4%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Jul 16, 2025 Q2 2025 |
16,984
shares
|
$494,064
0.49% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
16,956
shares
|
$493,250
0.02% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
16,861
shares
|
$490,486
0.08% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
16,688
shares
|
$485,453
0.07% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
16,655
shares
|
$484,493
0.16% of portfolio
|
Q4 2024
Added 294.2%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
16,642
shares
|
$484,115
0.06% of portfolio
|
Q1 2025
Added 74.77%
|
|
|
Hall Capital Management CO Inc
|
May 08, 2025 Q1 2025 |
16,566
shares
|
$481,904
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
16,402
shares
|
$477,134
0.07% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
16,295
shares
|
$474,021
0.2% of portfolio
|
Q1 2025
Reduced 35.56%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
16,268
shares
|
$473,236
0.31% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
16,188
shares
|
$470,908
0.23% of portfolio
|
Q4 2022
Added 3.94%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
16,174
shares
|
$470,501
0.18% of portfolio
|
Q2 2025
Added 33.59%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
16,173
shares
|
$470,472
0.01% of portfolio
|
Q1 2025
Reduced 30.89%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
16,141
shares
|
$469,541
0.41% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
16,092
shares
|
$468,116
0.12% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
16,076
shares
|
$467,650
0.03% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
16,069
shares
|
$467,447
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
16,052
shares
|
$466,952
0.12% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
16,047
shares
|
$466,807
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
16,040
shares
|
$466,603
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
16,032
shares
|
$466,370
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
15,982
shares
|
$464,916
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
15,980
shares
|
$464,858
0.07% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
15,792
shares
|
$459,389
0.07% of portfolio
|
Q4 2024
Added 300.0%
|