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 |
|---|---|---|---|---|---|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
74
shares
|
$2,387
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
70
shares
|
$2,258
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
68
shares
|
$2,193
0.0% of portfolio
|
Q1 2025
Reduced 96.01%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
64
shares
|
$2,064
0.0% of portfolio
|
Q3 2025
Reduced 99.76%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
57
shares
|
$1,838
0.0% of portfolio
|
Q3 2025
Reduced 99.3%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
55
shares
|
$1,774
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
53
shares
|
$1,709
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
47
shares
|
$1,516
0.0% of portfolio
|
Q3 2025
Added 193.75%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
40
shares
|
$1,290
0.0% of portfolio
|
Q2 2025
Reduced 75.0%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
40
shares
|
$1,290
0.0% of portfolio
|
Q3 2025
Reduced 99.9%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
36
shares
|
$1,161
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
36
shares
|
$1,161
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
25
shares
|
$806
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
22
shares
|
$709
0.0% of portfolio
|
Q2 2025
Reduced 96.68%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
20
shares
|
$645
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
14
shares
|
$451
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
8
shares
|
$258
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
3
shares
|
$96
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
3
shares
|
$96
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
1
shares
|
$32
0.0% of portfolio
|
Q1 2025
Reduced 99.82%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
1
shares
|
$32
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
0
shares
|
$0
4.43% of portfolio
|
Q3 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|