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 |
|---|---|---|---|---|---|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
20,390
shares
|
$657,781
0.04% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
20,387
shares
|
$657,684
0.05% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
20,311
shares
|
$655,232
0.04% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
19,901
shares
|
$642,006
0.0% of portfolio
|
Q3 2023
Reduced 17.19%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
19,886
shares
|
$641,522
0.57% of portfolio
|
Q3 2025
Added 31.15%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
19,720
shares
|
$636,167
0.2% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
19,694
shares
|
$635,328
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
19,691
shares
|
$635,231
0.46% of portfolio
|
Q3 2025
Added 51.32%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
19,690
shares
|
$635,199
0.19% of portfolio
|
Q3 2025
Reduced 8.72%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
19,662
shares
|
$634,296
0.02% of portfolio
|
Q3 2025
Added 29.73%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
19,661
shares
|
$634,263
0.01% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
19,655
shares
|
$634,070
0.0% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
19,630
shares
|
$633,263
0.24% of portfolio
|
Q3 2025
Reduced 9.65%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
19,624
shares
|
$633,070
0.04% of portfolio
|
Q3 2025
Reduced 97.39%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
19,605
shares
|
$632,457
0.73% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Valicenti Advisory Services Inc
|
Oct 17, 2025 Q3 2025 |
19,600
shares
|
$632,296
0.13% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
19,509
shares
|
$629,360
0.29% of portfolio
|
Q4 2025
Added 6.25%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
19,422
shares
|
$626,553
0.03% of portfolio
|
Q2 2024
Reduced 75.14%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
19,416
shares
|
$626,360
0.12% of portfolio
|
Q4 2023
Added 10.1%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
19,254
shares
|
$621,134
0.49% of portfolio
|
Q1 2023
Added 2.97%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
19,126
shares
|
$617,004
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
19,119
shares
|
$616,778
0.08% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
19,061
shares
|
$614,907
0.01% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
19,059
shares
|
$614,843
0.57% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
18,830
shares
|
$607,455
0.49% of portfolio
|
Q3 2025
Reduced 38.16%
|
|