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 |
|---|---|---|---|---|---|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
58,002
shares
|
$1.87 Million
0.34% of portfolio
|
Q2 2024
Reduced 5.04%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
57,812
shares
|
$1.87 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
57,457
shares
|
$1.85 Million
9.29% of portfolio
|
Q4 2023
Reduced 0.51%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
57,135
shares
|
$1.84 Million
0.44% of portfolio
|
Q2 2024
Reduced 5.98%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 27, 2025 Q3 2025 |
57,120
shares
|
$1.84 Million
0.38% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
57,111
shares
|
$1.84 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
56,929
shares
|
$1.84 Million
1.04% of portfolio
|
Q3 2025
Added 11.58%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
56,443
shares
|
$1.82 Million
0.04% of portfolio
|
Q4 2025
Reduced 58.63%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
56,200
shares
|
$1.81 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
55,962
shares
|
$1.81 Million
0.12% of portfolio
|
Q3 2025
Reduced 72.04%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
55,680
shares
|
$1.8 Million
0.26% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
55,662
shares
|
$1.8 Million
0.91% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 13, 2026 Q4 2025 |
55,514
shares
|
$1.79 Million
3.71% of portfolio
|
Q4 2025
Reduced 12.29%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
55,508
shares
|
$1.79 Million
1.42% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
55,143
shares
|
$1.78 Million
0.59% of portfolio
|
Q4 2024
Added 310.26%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
55,024
shares
|
$1.78 Million
0.43% of portfolio
|
Q3 2025
Added 13.61%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
54,900
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
54,383
shares
|
$1.75 Million
0.08% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
53,452
shares
|
$1.72 Million
0.23% of portfolio
|
Q3 2025
Added 10.93%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
53,200
shares
|
$1.72 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
53,149
shares
|
$1.71 Million
1.98% of portfolio
|
Q3 2025
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
52,854
shares
|
$1.71 Million
0.13% of portfolio
|
Q3 2022
Added 964.75%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
52,693
shares
|
$1.7 Million
0.04% of portfolio
|
Q4 2025
Reduced 6.49%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
52,434
shares
|
$1.69 Million
0.38% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
52,246
shares
|
$1.69 Million
0.13% of portfolio
|
Q3 2025
Added 9.84%
|
|