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 |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
2,068
shares
|
$60,158
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
2,047
shares
|
$59,547
0.03% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
2,040
shares
|
$59,343
0.01% of portfolio
|
Q4 2024
Added 209.09%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
2,025
shares
|
$58,907
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,008
shares
|
$58,412
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
1,962
shares
|
$57,074
0.02% of portfolio
|
Q2 2025
Added 408.29%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
1,947
shares
|
$56,638
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,940
shares
|
$56,434
0.02% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,920
shares
|
$55,852
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,912
shares
|
$55,620
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
1,910
shares
|
$55,561
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,900
shares
|
$55,271
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
1,896
shares
|
$55,154
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
1,852
shares
|
$53,874
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
1,825
shares
|
$53,089
0.02% of portfolio
|
Q4 2024
Added 300.22%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
1,813
shares
|
$52,740
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,800
shares
|
$52,362
0.02% of portfolio
|
Q2 2022
Reduced 8.91%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
1,795
shares
|
$52,216
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
1,775
shares
|
$51,634
0.07% of portfolio
|
Q4 2024
Added 307.11%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,748
shares
|
$50,849
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,712
shares
|
$49,802
0.03% of portfolio
|
Q4 2024
Added 707.55%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,708
shares
|
$49,685
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,650
shares
|
$47,998
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
1,612
shares
|
$46,893
0.01% of portfolio
|
Q1 2025
Reduced 85.27%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
1,600
shares
|
$46,544
0.0% of portfolio
|
Q4 2024
Added 300.0%
|