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 |
|---|---|---|---|---|---|
|
Soundwatch Capital LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
25,925
shares
|
$836,340
0.13% of portfolio
|
Q3 2025
Reduced 31.09%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
25,836
shares
|
$833,469
0.03% of portfolio
|
Q3 2025
Added 54.66%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
25,787
shares
|
$831,888
0.14% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
25,776
shares
|
$831,533
0.11% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
25,759
shares
|
$830,985
0.04% of portfolio
|
Q4 2025
Reduced 3.2%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
25,751
shares
|
$830,727
0.54% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2025 Q3 2025 |
25,700
shares
|
$829,082
0.7% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
25,675
shares
|
$828,275
0.58% of portfolio
|
Q3 2025
Added 17.21%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
25,653
shares
|
$827,565
0.28% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
25,604
shares
|
$825,985
0.2% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Oct 29, 2025 Q3 2025 |
25,542
shares
|
$823,984
0.95% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
25,528
shares
|
$823,533
0.02% of portfolio
|
Q3 2025
Added 13.49%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
25,415
shares
|
$819,887
0.01% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
25,317
shares
|
$816,726
0.3% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
25,272
shares
|
$815,274
0.03% of portfolio
|
Q4 2024
Added 247.24%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
25,153
shares
|
$811,435
0.0% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
25,086
shares
|
$809,274
0.08% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Imc Chicago, LLC
|
Nov 04, 2025 Q3 2025 |
25,049
shares
|
$808,080
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
24,991
shares
|
$806,209
0.08% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Nov 04, 2025 Q3 2025 |
24,564
shares
|
$792,434
0.48% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
24,453
shares
|
$788,853
0.09% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
24,421
shares
|
$787,821
0.35% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
24,417
shares
|
$787,692
0.28% of portfolio
|
Q3 2025
Added 16.12%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
24,403
shares
|
$787,240
0.28% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
24,328
shares
|
$784,821
0.5% of portfolio
|
Q3 2025
Added 0.02%
|
|