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 1,595 institutions that hold shares in the stock, with a total of 808 Million shares, which have been reported (via 13F filing form) to have a value of $24.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
10,499
shares
|
$319,064
0.02% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
10,390
shares
|
$315,752
0.08% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
10,363
shares
|
$314,931
0.29% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
10,342
shares
|
$314,293
0.07% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
10,306
shares
|
$313,199
0.08% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
10,305
shares
|
$313,168
0.0% of portfolio
|
Q2 2025
Added 21.75%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
10,254
shares
|
$311,619
0.03% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
10,248
shares
|
$311,436
0.12% of portfolio
|
Q1 2025
Reduced 32.63%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
10,217
shares
|
$310,494
0.04% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
10,170
shares
|
$309,066
0.09% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
10,068
shares
|
$305,966
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
10,066
shares
|
$305,905
0.15% of portfolio
|
Q2 2025
Reduced 44.43%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
10,045
shares
|
$305,267
0.02% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
10,038
shares
|
$305,054
0.03% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
10,034
shares
|
$304,933
0.1% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Bg Investment Services, Inc.
|
Jul 30, 2025 Q2 2025 |
10,032
shares
|
$304,872
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2025 Q2 2025 |
9,987
shares
|
$303,504
0.0% of portfolio
|
Q2 2025
Reduced 20.61%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
9,941
shares
|
$302,106
0.13% of portfolio
|
Q3 2023
Added 6.94%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
9,936
shares
|
$301,955
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
9,920
shares
|
$301,468
0.05% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
9,912
shares
|
$301,225
0.02% of portfolio
|
Q2 2025
Added 418.41%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
9,908
shares
|
$301,104
0.22% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
9,883
shares
|
$300,344
0.02% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
9,878
shares
|
$300,192
0.04% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
9,840
shares
|
$299,037
0.05% of portfolio
|
Q2 2025
Added 0.01%
|