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 1,526 institutions that hold shares in the stock, with a total of 749 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 |
|---|---|---|---|---|---|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
12,477
shares
|
$362,955
0.11% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
12,466
shares
|
$362,635
0.01% of portfolio
|
Q1 2025
Added 111.83%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
12,384
shares
|
$360,250
0.26% of portfolio
|
Q2 2024
Reduced 25.39%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
12,360
shares
|
$359,552
0.01% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
12,287
shares
|
$357,428
0.1% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
12,257
shares
|
$356,556
0.15% of portfolio
|
Q3 2024
Added 20.23%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
12,249
shares
|
$356,323
0.94% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
12,163
shares
|
$353,821
0.29% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
12,151
shares
|
$353,472
0.0% of portfolio
|
Q2 2023
Added 6.37%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
12,101
shares
|
$352,018
0.05% of portfolio
|
Q2 2025
Added 22.08%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
12,086
shares
|
$351,581
0.23% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
12,080
shares
|
$351,407
0.17% of portfolio
|
Q4 2024
Added 248.23%
|
|
|
Ted Buchan & CO
San Diego, CA |
May 13, 2025 Q1 2025 |
11,976
shares
|
$348,381
0.14% of portfolio
|
Q4 2024
Added 410.92%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,963
shares
|
$348,003
0.06% of portfolio
|
Q2 2022
Reduced 1.51%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
11,905
shares
|
$346,316
0.12% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
11,876
shares
|
$345,472
0.24% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
11,781
shares
|
$342,709
0.05% of portfolio
|
Q1 2025
Added 27.94%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,721
shares
|
$340,963
0.03% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
11,672
shares
|
$339,538
0.03% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
11,644
shares
|
$338,723
0.01% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
11,597
shares
|
$337,356
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
11,590
shares
|
$337,153
0.04% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
11,584
shares
|
$336,978
2.94% of portfolio
|
Q3 2023
Reduced 95.77%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
11,568
shares
|
$336,513
0.11% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
11,552
shares
|
$336,047
0.29% of portfolio
|
Q4 2024
Added 300.0%
|