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 |
|---|---|---|---|---|---|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
10,000
shares
|
$290,900
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
9,994
shares
|
$290,725
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
9,941
shares
|
$289,183
0.13% of portfolio
|
Q3 2023
Added 6.94%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
9,936
shares
|
$289,038
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
9,920
shares
|
$288,572
0.05% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
9,919
shares
|
$288,543
0.03% of portfolio
|
Q1 2025
Added 36.25%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
9,908
shares
|
$288,223
0.19% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
9,878
shares
|
$287,351
0.04% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
9,846
shares
|
$286,420
0.01% of portfolio
|
Q1 2025
Added 1968.49%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
9,839
shares
|
$286,216
0.04% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
9,833
shares
|
$286,041
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Check Capital Management Inc
|
May 01, 2025 Q1 2025 |
9,800
shares
|
$285,082
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
9,754
shares
|
$283,743
0.08% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
9,750
shares
|
$283,627
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
9,728
shares
|
$282,987
0.15% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
9,711
shares
|
$282,492
0.12% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
9,696
shares
|
$282,056
0.03% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
9,670
shares
|
$281,300
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
9,668
shares
|
$281,242
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
9,662
shares
|
$281,067
0.0% of portfolio
|
Q1 2025
Added 24.32%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
9,648
shares
|
$280,660
0.05% of portfolio
|
Q1 2025
Added 33.7%
|
|
|
Riverstone Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
9,560
shares
|
$278,100
0.14% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
9,545
shares
|
$277,664
0.09% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
9,530
shares
|
$277,227
0.03% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
9,517
shares
|
$276,849
0.06% of portfolio
|
Q1 2025
New holding
|