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 |
|---|---|---|---|---|---|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
13,043
shares
|
$420,767
0.04% of portfolio
|
Q3 2025
Added 36.86%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
12,979
shares
|
$418,702
0.89% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
12,925
shares
|
$416,960
0.12% of portfolio
|
Q3 2025
Added 41.69%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
12,898
shares
|
$416,089
0.13% of portfolio
|
Q3 2025
Added 14.84%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
12,717
shares
|
$410,250
0.21% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
12,694
shares
|
$409,508
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
12,688
shares
|
$409,314
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
12,622
shares
|
$407,185
0.26% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
12,621
shares
|
$407,153
0.33% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2025 Q3 2025 |
12,580
shares
|
$405,830
0.14% of portfolio
|
Q3 2025
Added 25.96%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
12,566
shares
|
$405,379
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
12,510
shares
|
$403,572
0.06% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
12,483
shares
|
$402,701
0.31% of portfolio
|
Q4 2022
Reduced 8.49%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
12,447
shares
|
$401,540
0.13% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
12,414
shares
|
$400,475
0.05% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
12,406
shares
|
$400,217
0.0% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
12,398
shares
|
$399,959
0.0% of portfolio
|
Q3 2025
Added 20.31%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
12,384
shares
|
$399,507
0.26% of portfolio
|
Q2 2024
Reduced 25.39%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
12,355
shares
|
$398,572
0.09% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
12,285
shares
|
$396,314
0.04% of portfolio
|
Q2 2025
Added 8.64%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
12,274
shares
|
$395,959
0.1% of portfolio
|
Q3 2025
Added 14.13%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
12,261
shares
|
$395,539
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
12,257
shares
|
$395,410
0.15% of portfolio
|
Q3 2024
Added 20.23%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
12,244
shares
|
$394,991
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 14, 2025 Q3 2025 |
12,226
shares
|
$394,410
0.05% of portfolio
|
Q3 2025
Reduced 30.68%
|
|