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 |
|---|---|---|---|---|---|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
21,820
shares
|
$703,913
0.22% of portfolio
|
Q4 2025
Added 1.26%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
21,805
shares
|
$703,429
0.04% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 07, 2026 Q4 2025 |
21,728
shares
|
$700,945
0.43% of portfolio
|
Q4 2025
Reduced 85.67%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
21,727
shares
|
$700,913
0.32% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
21,515
shares
|
$694,073
0.24% of portfolio
|
Q2 2025
Added 17.66%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
21,496
shares
|
$693,460
0.12% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
21,468
shares
|
$692,557
0.02% of portfolio
|
Q2 2025
Added 26.61%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
21,445
shares
|
$691,815
0.02% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
21,304
shares
|
$687,267
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
21,291
shares
|
$686,847
0.17% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
21,247
shares
|
$685,428
0.01% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
21,205
shares
|
$684,073
0.16% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
21,160
shares
|
$682,621
0.54% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
21,120
shares
|
$681,331
0.02% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
21,104
shares
|
$680,815
0.08% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
20,986
shares
|
$677,008
0.09% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
20,978
shares
|
$676,750
0.24% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
20,913
shares
|
$674,653
0.32% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
20,896
shares
|
$674,104
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
20,746
shares
|
$669,265
0.04% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
20,656
shares
|
$666,362
0.02% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
20,638
shares
|
$665,781
0.03% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
20,635
shares
|
$665,685
0.04% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
20,589
shares
|
$664,201
0.01% of portfolio
|
Q3 2025
Added 13.16%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
20,393
shares
|
$657,878
0.71% of portfolio
|
Q1 2024
Added 437.93%
|
|