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 1,686 institutions that hold shares in the stock, with a total of 855 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 |
|---|---|---|---|---|---|
|
Archer Investment Management, LLC
Austin, TX |
Jan 12, 2026 Q4 2025 |
118,815
shares
|
$3.83 Million
2.09% of portfolio
|
Q4 2025
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
118,534
shares
|
$3.82 Million
0.12% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
117,870
shares
|
$3.8 Million
0.01% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
116,008
shares
|
$3.74 Million
1.26% of portfolio
|
Q2 2025
Reduced 51.44%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
115,952
shares
|
$3.74 Million
0.1% of portfolio
|
Q3 2025
Reduced 85.42%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
115,191
shares
|
$3.72 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
114,442
shares
|
$3.69 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
113,292
shares
|
$3.65 Million
0.24% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
113,205
shares
|
$3.65 Million
2.48% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
112,424
shares
|
$3.63 Million
1.5% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
112,405
shares
|
$3.63 Million
2.59% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
112,402
shares
|
$3.63 Million
0.45% of portfolio
|
Q3 2025
Reduced 64.0%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
112,352
shares
|
$3.62 Million
0.13% of portfolio
|
Q3 2025
Added 37.96%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
111,746
shares
|
$3.6 Million
0.61% of portfolio
|
Q3 2025
Added 26.82%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
111,026
shares
|
$3.58 Million
12.39% of portfolio
|
Q3 2023
Reduced 2.46%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
110,444
shares
|
$3.56 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
109,911
shares
|
$3.55 Million
0.36% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
109,782
shares
|
$3.54 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
109,376
shares
|
$3.53 Million
0.24% of portfolio
|
Q3 2025
Reduced 10.04%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
108,307
shares
|
$3.49 Million
0.03% of portfolio
|
Q3 2025
Added 44.12%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
108,134
shares
|
$3.49 Million
0.08% of portfolio
|
Q3 2025
Added 165.03%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 28, 2025 Q3 2025 |
107,922
shares
|
$3.48 Million
0.85% of portfolio
|
Q3 2025
Reduced 16.91%
|
|
|
Fc Advisory LLC
|
Jan 13, 2026 Q4 2025 |
107,434
shares
|
$3.47 Million
1.04% of portfolio
|
Q4 2025
Reduced 2.37%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
107,397
shares
|
$3.46 Million
0.31% of portfolio
|
Q3 2025
Added 84.6%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
107,296
shares
|
$3.46 Million
0.13% of portfolio
|
Q3 2025
Added 2.07%
|
|