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 |
|---|---|---|---|---|---|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
608
shares
|
$17,686
0.01% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
608
shares
|
$17,686
0.0% of portfolio
|
Q1 2025
Reduced 22.25%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
603
shares
|
$17,541
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
584
shares
|
$16,988
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
552
shares
|
$16,057
0.0% of portfolio
|
Q4 2024
Added 294.29%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
512
shares
|
$14,894
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
496
shares
|
$14,428
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
483
shares
|
$14,050
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
460
shares
|
$13,381
0.0% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
458
shares
|
$13,323
0.0% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
448
shares
|
$13,032
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
443
shares
|
$12,886
0.0% of portfolio
|
Q1 2025
Reduced 40.38%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
424
shares
|
$12,334
0.0% of portfolio
|
Q4 2024
Added 657.14%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
401
shares
|
$11,665
0.0% of portfolio
|
Q1 2025
Reduced 75.84%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
400
shares
|
$11,636
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
400
shares
|
$11,636
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
392
shares
|
$11,403
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
385
shares
|
$11,199
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
383
shares
|
$11,141
0.01% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
360
shares
|
$10,472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
350
shares
|
$10,181
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
350
shares
|
$10,181
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
348
shares
|
$10,123
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
329
shares
|
$9,570
0.02% of portfolio
|
Q2 2024
Reduced 92.14%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
317
shares
|
$9,221
0.0% of portfolio
|
Q4 2024
Added 0.32%
|