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 1,684 institutions that hold shares in the stock, with a total of 854 Million shares, which have been reported (via 13F filing form) to have a value of $27.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
460
shares
|
$14,839
0.0% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
455
shares
|
$14,678
0.0% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
448
shares
|
$14,452
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
424
shares
|
$13,678
0.0% of portfolio
|
Q4 2024
Added 657.14%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
400
shares
|
$12,904
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
400
shares
|
$12,904
0.0% of portfolio
|
Q3 2025
Added 669.23%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
400
shares
|
$12,904
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
400
shares
|
$12,904
0.0% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
392
shares
|
$12,645
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
385
shares
|
$12,420
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
383
shares
|
$12,355
0.01% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
360
shares
|
$11,613
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
360
shares
|
$11,613
0.0% of portfolio
|
Q3 2025
Reduced 80.12%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
350
shares
|
$11,291
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
350
shares
|
$11,291
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
345
shares
|
$11,129
0.01% of portfolio
|
Q3 2025
Added 885.71%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
329
shares
|
$10,613
0.02% of portfolio
|
Q2 2024
Reduced 92.14%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
317
shares
|
$10,226
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Nov 10, 2025 Q3 2025 |
307
shares
|
$9,903
0.18% of portfolio
|
Q3 2025
Added 10.83%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
300
shares
|
$9,678
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
300
shares
|
$9,678
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
300
shares
|
$9,678
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
276
shares
|
$8,903
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
276
shares
|
$8,903
0.0% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
268
shares
|
$8,645
0.01% of portfolio
|
Q1 2025
New holding
|
|