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 1,687 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 |
|---|---|---|---|---|---|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
47,643
shares
|
$1.54 Million
0.94% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
47,159
shares
|
$1.52 Million
0.89% of portfolio
|
Q4 2025
Reduced 5.91%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
47,100
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
46,949
shares
|
$1.51 Million
0.32% of portfolio
|
Q3 2025
Added 23.24%
|
|
|
Adams Asset Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
46,858
shares
|
$1.51 Million
0.23% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
46,769
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2025
Reduced 77.2%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
46,744
shares
|
$1.51 Million
0.19% of portfolio
|
Q3 2025
Reduced 18.37%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
46,436
shares
|
$1.5 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 05, 2025 Q3 2025 |
46,388
shares
|
$1.5 Million
1.47% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
46,131
shares
|
$1.49 Million
1.02% of portfolio
|
Q3 2025
Added 109.32%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
46,099
shares
|
$1.49 Million
1.51% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
45,707
shares
|
$1.47 Million
0.08% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
45,541
shares
|
$1.47 Million
0.17% of portfolio
|
Q3 2025
Reduced 22.2%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
44,862
shares
|
$1.45 Million
0.38% of portfolio
|
Q2 2023
Reduced 1.63%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
44,240
shares
|
$1.43 Million
0.69% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
44,029
shares
|
$1.42 Million
0.44% of portfolio
|
Q3 2025
Added 17.04%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
43,971
shares
|
$1.42 Million
0.91% of portfolio
|
Q3 2025
Added 79.3%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
43,670
shares
|
$1.41 Million
2.17% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
43,384
shares
|
$1.4 Million
0.46% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
42,998
shares
|
$1.39 Million
0.9% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
42,744
shares
|
$1.38 Million
0.75% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
42,567
shares
|
$1.37 Million
0.2% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
42,408
shares
|
$1.37 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
42,117
shares
|
$1.36 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
42,001
shares
|
$1.35 Million
0.31% of portfolio
|
Q4 2024
Added 318.84%
|
|