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 |
|---|---|---|---|---|---|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
24,323
shares
|
$784,659
1.17% of portfolio
|
Q4 2024
Added 370.46%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
24,196
shares
|
$780,562
0.21% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
23,999
shares
|
$774,207
0.17% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
23,917
shares
|
$771,562
0.1% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
23,777
shares
|
$767,046
0.24% of portfolio
|
Q3 2025
Reduced 92.85%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2025 Q3 2025 |
23,644
shares
|
$762,755
0.67% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
23,636
shares
|
$762,497
0.01% of portfolio
|
Q4 2025
Added 0.9%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
23,575
shares
|
$760,529
0.07% of portfolio
|
Q4 2025
Added 15.37%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
23,256
shares
|
$750,238
0.04% of portfolio
|
Q3 2025
Added 54.22%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
23,254
shares
|
$750,174
0.12% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Resolute Advisors LLC
|
Nov 13, 2025 Q3 2025 |
23,223
shares
|
$749,173
0.19% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
23,212
shares
|
$748,819
0.34% of portfolio
|
Q3 2025
Reduced 18.03%
|
|
|
Rba Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
22,893
shares
|
$738,528
0.26% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
22,798
shares
|
$735,463
0.01% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
22,556
shares
|
$727,656
0.08% of portfolio
|
Q4 2024
Added 289.64%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
22,552
shares
|
$727,527
0.04% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
22,357
shares
|
$721,236
0.43% of portfolio
|
Q3 2025
Reduced 14.25%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
22,256
shares
|
$717,978
0.1% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 22, 2025 Q3 2025 |
22,220
shares
|
$716,817
1.26% of portfolio
|
Q3 2025
Added 78.14%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
22,170
shares
|
$715,204
0.06% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
22,148
shares
|
$714,494
0.33% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
21,924
shares
|
$707,268
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
21,897
shares
|
$706,397
0.05% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
21,870
shares
|
$705,526
0.05% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
21,859
shares
|
$705,171
0.1% of portfolio
|
Q3 2025
Added 127.22%
|
|