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 |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
100
shares
|
$2,909
0.0% of portfolio
|
Q1 2025
Reduced 62.41%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
74
shares
|
$2,152
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
70
shares
|
$2,036
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
68
shares
|
$1,978
0.0% of portfolio
|
Q1 2025
Reduced 96.01%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
52
shares
|
$1,512
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
31
shares
|
$901
11.8% of portfolio
|
Q1 2025
Added 1428516.12%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
23
shares
|
$669
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
22
shares
|
$639
0.0% of portfolio
|
Q2 2025
Reduced 96.68%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
20
shares
|
$581
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
11
shares
|
$319
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
8
shares
|
$232
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
3
shares
|
$87
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
3
shares
|
$87
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
2
shares
|
$58
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
1
shares
|
$29
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
1
shares
|
$29
0.0% of portfolio
|
Q1 2025
Reduced 99.82%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|