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 |
|---|---|---|---|---|---|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
7,342
shares
|
$213,578
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
7,341
shares
|
$213,549
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
7,223
shares
|
$210,117
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
7,180
shares
|
$208,866
0.01% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
7,024
shares
|
$204,328
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
7,014
shares
|
$204,037
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
6,920
shares
|
$201,302
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
6,888
shares
|
$200,371
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
6,741
shares
|
$196,095
0.12% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
6,678
shares
|
$194,263
0.0% of portfolio
|
Q1 2025
Added 1424.66%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
6,580
shares
|
$191,412
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
6,496
shares
|
$188,968
0.02% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
6,408
shares
|
$186,408
0.07% of portfolio
|
Q1 2025
Reduced 91.81%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
6,385
shares
|
$185,739
0.06% of portfolio
|
Q4 2024
Added 120.86%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
6,221
shares
|
$180,968
0.01% of portfolio
|
Q2 2025
Added 12.17%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,155
shares
|
$179,048
0.01% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
5,928
shares
|
$172,445
0.0% of portfolio
|
Q1 2025
Added 25.65%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
5,903
shares
|
$171,718
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
5,823
shares
|
$169,391
0.35% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
5,820
shares
|
$169,303
0.05% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
5,756
shares
|
$167,442
0.04% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
5,740
shares
|
$166,976
0.03% of portfolio
|
Q1 2025
Reduced 22.97%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
5,707
shares
|
$166,016
0.29% of portfolio
|
Q2 2023
Reduced 45.83%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
5,642
shares
|
$164,125
0.12% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,636
shares
|
$163,951
0.39% of portfolio
|
Q3 2024
Added 0.12%
|