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 |
|---|---|---|---|---|---|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
35,243
shares
|
$1.14 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
35,243
shares
|
$1.14 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Marotta Asset Management
|
Jan 07, 2026 Q4 2025 |
35,188
shares
|
$1.14 Million
0.21% of portfolio
|
Q4 2025
Reduced 13.61%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
34,881
shares
|
$1.13 Million
0.19% of portfolio
|
Q4 2025
Added 45.06%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
34,720
shares
|
$1.12 Million
0.37% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
34,627
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
34,601
shares
|
$1.12 Million
0.76% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
34,504
shares
|
$1.11 Million
0.65% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
34,206
shares
|
$1.1 Million
0.62% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
34,127
shares
|
$1.1 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jan 12, 2026 Q4 2025 |
34,072
shares
|
$1.1 Million
0.79% of portfolio
|
Q4 2025
Added 2.91%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
34,046
shares
|
$1.1 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
33,858
shares
|
$1.09 Million
0.68% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
33,843
shares
|
$1.09 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Oct 31, 2025 Q3 2025 |
33,802
shares
|
$1.09 Million
0.44% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
33,780
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Oct 14, 2025 Q3 2025 |
33,349
shares
|
$1.08 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
33,319
shares
|
$1.07 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
33,253
shares
|
$1.07 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
33,184
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
33,164
shares
|
$1.07 Million
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
33,148
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2025
Added 94.68%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
33,116
shares
|
$1.07 Million
0.12% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
32,763
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2025
Added 0.58%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
32,697
shares
|
$1.05 Million
0.33% of portfolio
|
Q4 2024
Added 300.01%
|
|