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 1,687 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 |
|---|---|---|---|---|---|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
16,353
shares
|
$527,547
0.3% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
16,188
shares
|
$522,224
0.23% of portfolio
|
Q4 2022
Added 3.94%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
16,177
shares
|
$521,870
0.07% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
16,174
shares
|
$521,773
0.18% of portfolio
|
Q2 2025
Added 33.59%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
16,130
shares
|
$520,353
0.03% of portfolio
|
Q3 2025
Reduced 20.19%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
16,092
shares
|
$519,127
0.13% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
16,090
shares
|
$519,063
0.06% of portfolio
|
Q3 2025
Added 38.87%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
16,077
shares
|
$518,644
0.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
16,052
shares
|
$517,837
0.12% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
16,040
shares
|
$517,450
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
16,032
shares
|
$517,192
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
16,000
shares
|
$516,159
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
15,925
shares
|
$513,740
0.02% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
15,792
shares
|
$509,449
0.07% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
15,575
shares
|
$502,449
0.09% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Nov 03, 2025 Q3 2025 |
15,544
shares
|
$501,449
0.06% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
15,539
shares
|
$501,288
0.19% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
15,440
shares
|
$498,094
0.05% of portfolio
|
Q3 2025
Reduced 25.36%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
15,407
shares
|
$497,029
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
15,385
shares
|
$496,320
0.13% of portfolio
|
Q3 2025
Reduced 36.19%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
15,316
shares
|
$494,094
0.15% of portfolio
|
Q3 2025
Added 18.92%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
15,237
shares
|
$491,545
0.13% of portfolio
|
Q3 2025
Reduced 10.89%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
15,200
shares
|
$490,351
0.06% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
15,176
shares
|
$489,577
0.1% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
15,171
shares
|
$489,416
0.11% of portfolio
|
Q4 2025
Added 0.5%
|
|