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 |
|---|---|---|---|---|---|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
14,050
shares
|
$453,253
0.29% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
14,040
shares
|
$452,930
0.3% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
14,028
shares
|
$452,543
0.08% of portfolio
|
Q4 2025
Reduced 7.35%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
14,007
shares
|
$451,865
0.05% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
13,936
shares
|
$449,575
0.21% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
13,894
shares
|
$448,220
0.02% of portfolio
|
Q3 2025
Added 45.38%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
13,824
shares
|
$445,962
0.57% of portfolio
|
Q4 2024
Reduced 77.17%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
13,797
shares
|
$445,091
0.23% of portfolio
|
Q3 2025
Added 12.75%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
13,794
shares
|
$444,994
0.27% of portfolio
|
Q3 2025
Reduced 83.34%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
13,768
shares
|
$444,155
0.08% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
13,765
shares
|
$444,058
0.31% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
13,758
shares
|
$443,833
0.08% of portfolio
|
Q4 2022
Reduced 2.15%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
13,720
shares
|
$442,607
0.25% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Asio Capital, LLC
|
Oct 16, 2025 Q3 2025 |
13,716
shares
|
$442,478
0.07% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
13,710
shares
|
$442,284
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
13,705
shares
|
$442,123
0.12% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
13,533
shares
|
$436,574
0.28% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
ETF Store, Inc.
|
Nov 12, 2025 Q3 2025 |
13,490
shares
|
$435,187
0.48% of portfolio
|
Q3 2025
Added 22.21%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
13,306
shares
|
$429,251
0.01% of portfolio
|
Q2 2022
Reduced 5.24%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
13,275
shares
|
$428,251
0.04% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
13,252
shares
|
$427,509
0.1% of portfolio
|
Q1 2025
Added 66.92%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
13,252
shares
|
$427,509
0.23% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
13,236
shares
|
$426,993
0.0% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
13,208
shares
|
$426,090
0.16% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
13,175
shares
|
$425,025
0.38% of portfolio
|
Q3 2025
Added 1.04%
|
|