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 |
|---|---|---|---|---|---|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
84,747
shares
|
$2.73 Million
1.98% of portfolio
|
Q2 2023
Reduced 1.49%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
84,681
shares
|
$2.73 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
84,587
shares
|
$2.73 Million
0.2% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
83,669
shares
|
$2.7 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
82,746
shares
|
$2.67 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
82,248
shares
|
$2.65 Million
0.91% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
81,756
shares
|
$2.64 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
81,716
shares
|
$2.64 Million
0.85% of portfolio
|
Q4 2024
Added 300.02%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
81,674
shares
|
$2.63 Million
1.47% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
81,078
shares
|
$2.62 Million
1.51% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
80,609
shares
|
$2.6 Million
0.09% of portfolio
|
Q3 2025
Reduced 21.59%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
80,578
shares
|
$2.6 Million
0.75% of portfolio
|
Q3 2025
Added 9.97%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
80,408
shares
|
$2.59 Million
0.96% of portfolio
|
Q3 2025
Reduced 63.7%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
80,160
shares
|
$2.59 Million
1.09% of portfolio
|
Q4 2024
Added 291.75%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
79,831
shares
|
$2.58 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
79,641
shares
|
$2.57 Million
0.12% of portfolio
|
Q3 2025
Added 8.81%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
79,010
shares
|
$2.55 Million
2.15% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
78,987
shares
|
$2.55 Million
0.06% of portfolio
|
Q3 2025
Added 29.64%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
78,700
shares
|
$2.54 Million
0.92% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
78,262
shares
|
$2.52 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
78,014
shares
|
$2.52 Million
0.43% of portfolio
|
Q3 2025
Added 61.09%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
77,673
shares
|
$2.51 Million
0.09% of portfolio
|
Q3 2025
Added 22.74%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
77,658
shares
|
$2.51 Million
0.39% of portfolio
|
Q3 2025
Reduced 12.24%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
77,581
shares
|
$2.5 Million
0.24% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
77,144
shares
|
$2.49 Million
0.74% of portfolio
|
Q4 2025
Added 15.05%
|
|