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 |
|---|---|---|---|---|---|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
95,933
shares
|
$3.09 Million
1.85% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
95,018
shares
|
$3.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
94,766
shares
|
$3.06 Million
0.32% of portfolio
|
Q3 2025
Reduced 44.22%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
94,197
shares
|
$3.04 Million
0.49% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
92,927
shares
|
$3 Million
1.18% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Santori & Peters, Inc.
|
Oct 15, 2025 Q3 2025 |
92,653
shares
|
$2.99 Million
1.06% of portfolio
|
Q3 2025
Reduced 7.61%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Nov 10, 2025 Q3 2025 |
92,452
shares
|
$2.98 Million
0.75% of portfolio
|
Q3 2025
Reduced 18.58%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
92,252
shares
|
$2.98 Million
1.52% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
92,195
shares
|
$2.97 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
91,237
shares
|
$2.94 Million
0.42% of portfolio
|
Q3 2025
Added 11.42%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Nov 17, 2025 Q3 2025 |
90,705
shares
|
$2.93 Million
2.48% of portfolio
|
Q3 2025
Reduced 17.11%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
89,814
shares
|
$2.9 Million
0.05% of portfolio
|
Q4 2025
Added 245.28%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
89,713
shares
|
$2.89 Million
0.28% of portfolio
|
Q3 2025
Added 20.24%
|
|
|
Scott Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
88,669
shares
|
$2.86 Million
0.64% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
88,263
shares
|
$2.85 Million
7.0% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
87,999
shares
|
$2.84 Million
2.0% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
86,798
shares
|
$2.8 Million
1.24% of portfolio
|
Q4 2024
Added 299.29%
|
|
|
Avity Investment Management Inc.
|
Nov 19, 2025 Q3 2025 |
86,582
shares
|
$2.79 Million
0.19% of portfolio
|
Q3 2025
Added 75.78%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
86,312
shares
|
$2.78 Million
0.8% of portfolio
|
Q2 2025
Reduced 36.0%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
86,044
shares
|
$2.78 Million
0.16% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
85,497
shares
|
$2.76 Million
1.5% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
85,373
shares
|
$2.75 Million
0.4% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
85,301
shares
|
$2.75 Million
4.08% of portfolio
|
Q2 2023
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Oct 27, 2025 Q3 2025 |
84,789
shares
|
$2.74 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
84,747
shares
|
$2.73 Million
1.98% of portfolio
|
Q2 2023
Reduced 1.49%
|
|