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 |
|---|---|---|---|---|---|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
72,224
shares
|
$2.33 Million
1.18% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
71,980
shares
|
$2.32 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
71,823
shares
|
$2.32 Million
1.78% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
71,691
shares
|
$2.31 Million
0.58% of portfolio
|
Q4 2025
Added 24.76%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
71,328
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2025
Added 10.36%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
71,236
shares
|
$2.3 Million
0.2% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
71,143
shares
|
$2.3 Million
0.36% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
71,004
shares
|
$2.29 Million
0.17% of portfolio
|
Q2 2020
Added 350.48%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
69,582
shares
|
$2.24 Million
0.21% of portfolio
|
Q3 2025
Added 66.86%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
69,149
shares
|
$2.23 Million
0.26% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
69,026
shares
|
$2.23 Million
0.15% of portfolio
|
Q4 2025
Reduced 0.43%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
68,203
shares
|
$2.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 31, 2025 Q3 2025 |
67,413
shares
|
$2.17 Million
3.07% of portfolio
|
Q3 2025
Added 12.23%
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
67,184
shares
|
$2.17 Million
1.74% of portfolio
|
Q3 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
67,162
shares
|
$2.17 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
67,143
shares
|
$2.17 Million
0.14% of portfolio
|
Q1 2024
Added 60.46%
|
|
|
Signet Investment Advisory Group, Inc.
|
Nov 06, 2025 Q3 2025 |
66,815
shares
|
$2.16 Million
1.03% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 07, 2026 Q4 2025 |
66,502
shares
|
$2.15 Million
2.22% of portfolio
|
Q4 2025
Reduced 0.73%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
65,922
shares
|
$2.13 Million
0.17% of portfolio
|
Q1 2024
Reduced 9.96%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Oct 29, 2025 Q3 2025 |
65,796
shares
|
$2.12 Million
1.8% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
65,033
shares
|
$2.1 Million
0.49% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
65,028
shares
|
$2.1 Million
0.5% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
64,816
shares
|
$2.09 Million
0.1% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
64,666
shares
|
$2.09 Million
0.54% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
64,298
shares
|
$2.07 Million
0.07% of portfolio
|
Q3 2025
Added 7.36%
|
|