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 |
|---|---|---|---|---|---|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
5,600
shares
|
$162,904
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
5,572
shares
|
$162,089
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
5,572
shares
|
$162,089
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
5,437
shares
|
$158,162
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
5,228
shares
|
$152,082
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
5,057
shares
|
$147,108
0.01% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
4,922
shares
|
$143,180
0.01% of portfolio
|
Q4 2024
Added 302.78%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
4,909
shares
|
$142,802
0.24% of portfolio
|
Q2 2022
Reduced 8.07%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
4,902
shares
|
$142,599
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,880
shares
|
$141,959
0.01% of portfolio
|
Q4 2024
Added 146.46%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
4,762
shares
|
$138,526
0.0% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
4,756
shares
|
$138,352
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
4,608
shares
|
$134,046
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
4,569
shares
|
$132,912
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
4,384
shares
|
$127,530
0.02% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
4,349
shares
|
$126,512
0.11% of portfolio
|
Q1 2025
Added 74.17%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
4,343
shares
|
$126,337
0.05% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,318
shares
|
$125,610
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
4,288
shares
|
$124,737
0.11% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
4,246
shares
|
$123,516
0.03% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,128
shares
|
$120,083
0.05% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
4,114
shares
|
$119,676
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
4,080
shares
|
$118,687
0.03% of portfolio
|
Q3 2022
Added 0.12%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
4,016
shares
|
$116,825
0.05% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
4,014
shares
|
$116,767
0.02% of portfolio
|
Q1 2025
Added 16625.0%
|