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 |
|---|---|---|---|---|---|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
2,969
shares
|
$86,368
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
2,960
shares
|
$86,106
0.01% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
2,936
shares
|
$85,408
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
2,880
shares
|
$83,779
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,855
shares
|
$83,051
0.01% of portfolio
|
Q4 2024
Added 299.86%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
2,839
shares
|
$82,586
0.02% of portfolio
|
Q4 2024
Added 299.86%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
2,784
shares
|
$80,986
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,764
shares
|
$80,404
0.03% of portfolio
|
Q2 2024
Added 4.22%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
2,736
shares
|
$79,590
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
2,685
shares
|
$78,106
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,675
shares
|
$77,815
0.01% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
2,671
shares
|
$77,699
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
2,638
shares
|
$76,739
0.04% of portfolio
|
Q1 2025
Reduced 96.01%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
2,572
shares
|
$74,819
0.0% of portfolio
|
Q1 2025
Reduced 96.17%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
2,511
shares
|
$73,044
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,508
shares
|
$72,957
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,500
shares
|
$72,725
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
2,481
shares
|
$72,172
0.03% of portfolio
|
Q1 2025
Reduced 54.68%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
2,416
shares
|
$70,281
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
2,400
shares
|
$69,816
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
2,325
shares
|
$67,634
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
2,277
shares
|
$66,237
0.01% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
2,139
shares
|
$62,223
0.0% of portfolio
|
Q2 2025
Added 18.05%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
2,100
shares
|
$61,089
0.01% of portfolio
|
Q4 2024
Added 287.45%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
2,088
shares
|
$60,739
0.01% of portfolio
|
Q4 2024
Added 300.0%
|