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 |
|---|---|---|---|---|---|
|
Uptown Financial Advisors LLC
Dallas, TX |
Oct 15, 2025 Q3 2025 |
11,476
shares
|
$370,215
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
11,474
shares
|
$370,151
0.03% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
11,468
shares
|
$369,957
0.01% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
11,466
shares
|
$369,893
0.01% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
11,422
shares
|
$368,473
0.04% of portfolio
|
Q3 2025
Added 11.79%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
11,421
shares
|
$368,441
0.22% of portfolio
|
Q1 2025
Added 267.94%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
11,354
shares
|
$366,280
0.15% of portfolio
|
Q4 2025
Reduced 0.11%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
11,284
shares
|
$364,021
0.01% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
11,261
shares
|
$363,279
0.0% of portfolio
|
Q3 2025
Added 977.61%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
11,230
shares
|
$362,279
0.03% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
11,205
shares
|
$361,473
0.06% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Oct 29, 2025 Q3 2025 |
11,171
shares
|
$360,376
0.27% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
11,163
shares
|
$360,118
0.08% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
11,135
shares
|
$359,215
0.06% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
11,131
shares
|
$359,086
0.01% of portfolio
|
Q3 2025
Reduced 13.85%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
11,124
shares
|
$358,860
0.02% of portfolio
|
Q3 2025
Added 38.22%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
11,100
shares
|
$358,086
0.29% of portfolio
|
Q2 2023
Added 326.92%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
11,089
shares
|
$357,731
0.17% of portfolio
|
Q3 2025
Added 13.99%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
11,061
shares
|
$356,827
0.14% of portfolio
|
Q1 2025
Reduced 10.87%
|
|
|
Diversified Investment Strategies, LLC
|
Oct 27, 2025 Q3 2025 |
11,036
shares
|
$356,021
0.24% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Nov 07, 2025 Q3 2025 |
11,016
shares
|
$355,376
0.17% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
10,993
shares
|
$354,634
0.35% of portfolio
|
Q3 2025
Reduced 95.79%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
10,924
shares
|
$352,408
0.46% of portfolio
|
Q2 2022
Added 19.02%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Dec 08, 2025 Q3 2025 |
10,910
shares
|
$351,956
0.18% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
10,908
shares
|
$351,892
0.04% of portfolio
|
Q4 2025
Added 6.59%
|
|