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 |
|---|---|---|---|---|---|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
17,472
shares
|
$563,646
0.2% of portfolio
|
Q3 2025
Reduced 33.77%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
17,362
shares
|
$560,098
0.25% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
17,344
shares
|
$559,517
0.1% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
17,302
shares
|
$558,162
0.03% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 09, 2025 Q3 2025 |
17,271
shares
|
$557,162
0.25% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Youngs Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
17,200
shares
|
$554,872
0.2% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
17,169
shares
|
$553,871
0.27% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
17,118
shares
|
$552,226
0.02% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
17,113
shares
|
$552,065
0.01% of portfolio
|
Q3 2025
Added 41.84%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Oct 24, 2025 Q3 2025 |
16,984
shares
|
$547,903
0.42% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
16,893
shares
|
$544,968
0.02% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
16,875
shares
|
$544,387
0.08% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
16,861
shares
|
$543,935
0.12% of portfolio
|
Q4 2025
Added 8.63%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
16,848
shares
|
$543,516
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
16,844
shares
|
$543,387
0.3% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 08, 2026 Q4 2025 |
16,727
shares
|
$539,613
0.34% of portfolio
|
Q4 2025
Reduced 4.83%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
16,700
shares
|
$538,742
0.03% of portfolio
|
Q3 2025
Reduced 11.47%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
16,688
shares
|
$538,354
0.08% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
16,683
shares
|
$538,193
0.24% of portfolio
|
Q3 2025
Added 70.81%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
16,679
shares
|
$538,064
0.09% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
16,653
shares
|
$537,225
0.06% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
16,465
shares
|
$531,160
0.08% of portfolio
|
Q3 2025
Reduced 14.49%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
16,425
shares
|
$529,870
0.18% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
16,418
shares
|
$529,644
0.01% of portfolio
|
Q2 2025
Added 145.85%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
16,397
shares
|
$528,967
0.11% of portfolio
|
Q3 2025
Added 28.7%
|
|