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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
996
shares
|
$28,973
0.0% of portfolio
|
Q4 2024
Added 53.47%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
944
shares
|
$27,460
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
904
shares
|
$26,297
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
900
shares
|
$26,181
0.03% of portfolio
|
Q4 2022
Reduced 66.2%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
881
shares
|
$25,628
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
877
shares
|
$25,511
0.01% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
856
shares
|
$24,901
0.0% of portfolio
|
Q1 2025
Added 25.33%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
818
shares
|
$23,795
0.0% of portfolio
|
Q1 2025
Added 16260.0%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
816
shares
|
$23,737
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
815
shares
|
$23,708
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
764
shares
|
$22,224
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
748
shares
|
$21,759
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
732
shares
|
$21,293
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
713
shares
|
$20,741
0.0% of portfolio
|
Q4 2024
Added 300.56%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
712
shares
|
$20,712
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
692
shares
|
$20,130
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
660
shares
|
$19,199
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
657
shares
|
$19,112
0.0% of portfolio
|
Q2 2025
Reduced 72.99%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
657
shares
|
$19,112
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
657
shares
|
$19,112
0.0% of portfolio
|
Q2 2023
Added 0.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
649
shares
|
$18,879
0.0% of portfolio
|
Q1 2025
Reduced 98.15%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
648
shares
|
$18,850
0.01% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
647
shares
|
$18,821
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
611
shares
|
$17,773
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
608
shares
|
$17,686
0.01% of portfolio
|
Q4 2024
Added 300.0%
|