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 |
|---|---|---|---|---|---|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
15,079
shares
|
$486,448
0.07% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
15,060
shares
|
$485,835
0.03% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
15,043
shares
|
$485,287
0.09% of portfolio
|
Q3 2025
Added 56.76%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
14,937
shares
|
$481,867
0.57% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
14,909
shares
|
$480,964
0.01% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
14,857
shares
|
$479,286
0.13% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
14,800
shares
|
$477,447
0.14% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
14,785
shares
|
$476,964
0.04% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
14,763
shares
|
$476,254
0.3% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
14,746
shares
|
$475,705
0.28% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
14,590
shares
|
$470,673
0.37% of portfolio
|
Q3 2025
Reduced 9.69%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
14,571
shares
|
$470,060
0.02% of portfolio
|
Q3 2025
Added 54.26%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
14,569
shares
|
$469,995
0.05% of portfolio
|
Q4 2024
Added 332.83%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
14,492
shares
|
$467,511
0.1% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
14,443
shares
|
$465,931
0.0% of portfolio
|
Q3 2025
Added 70.06%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
14,440
shares
|
$465,834
0.15% of portfolio
|
Q3 2025
Added 73.22%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
14,400
shares
|
$464,544
0.36% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
14,394
shares
|
$464,350
0.05% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
14,389
shares
|
$464,189
0.33% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
14,216
shares
|
$458,608
0.01% of portfolio
|
Q1 2025
Reduced 55.17%
|
|
|
Brickley Wealth Management
|
Oct 22, 2025 Q3 2025 |
14,207
shares
|
$458,317
0.08% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Hall Capital Management CO Inc
|
Nov 12, 2025 Q3 2025 |
14,206
shares
|
$458,285
0.18% of portfolio
|
Q2 2025
Reduced 14.25%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
14,100
shares
|
$454,866
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
14,100
shares
|
$454,866
0.14% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
14,067
shares
|
$453,801
0.21% of portfolio
|
Q3 2025
New holding
|
|