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 1,597 institutions that hold shares in the stock, with a total of 807 Million shares, which have been reported (via 13F filing form) to have a value of $24.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
276
shares
|
$8,387
0.0% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
268
shares
|
$8,144
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
256
shares
|
$7,779
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
252
shares
|
$7,658
0.0% of portfolio
|
Q4 2024
Added 869.23%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
248
shares
|
$7,536
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
232
shares
|
$7,050
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
226
shares
|
$6,868
0.0% of portfolio
|
Q2 2025
Added 11.88%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
220
shares
|
$6,685
0.09% of portfolio
|
Q1 2025
Reduced 51.33%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
206
shares
|
$6,260
0.01% of portfolio
|
Q1 2022
Added 2475.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
194
shares
|
$5,895
0.0% of portfolio
|
Q4 2022
Reduced 75.54%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
180
shares
|
$5,470
0.0% of portfolio
|
Q2 2025
Reduced 86.49%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
176
shares
|
$5,348
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
176
shares
|
$5,348
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
165
shares
|
$5,014
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
156
shares
|
$4,740
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
155
shares
|
$4,710
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
147
shares
|
$4,467
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
141
shares
|
$4,284
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
113
shares
|
$3,434
0.0% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
112
shares
|
$3,403
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
100
shares
|
$3,039
0.0% of portfolio
|
Q1 2025
Reduced 62.41%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
74
shares
|
$2,248
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
70
shares
|
$2,127
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
68
shares
|
$2,066
0.0% of portfolio
|
Q1 2025
Reduced 96.01%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
52
shares
|
$1,580
0.0% of portfolio
|
Q4 2024
Added 300.0%
|