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 |
|---|---|---|---|---|---|
|
Adamsbrown Wealth Consultants LLC
|
Jan 13, 2026 Q4 2025 |
10,908
shares
|
$351,892
0.12% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
10,896
shares
|
$351,504
0.07% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
10,824
shares
|
$349,182
0.03% of portfolio
|
Q3 2025
Added 28.49%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
10,755
shares
|
$346,956
0.05% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
10,740
shares
|
$346,472
0.1% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
10,704
shares
|
$345,311
0.04% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
10,688
shares
|
$344,794
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
10,687
shares
|
$344,762
0.0% of portfolio
|
Q3 2025
Added 11.26%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
10,685
shares
|
$344,698
0.05% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
10,668
shares
|
$344,149
0.07% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
10,654
shares
|
$343,698
0.03% of portfolio
|
Q3 2025
Reduced 41.96%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
10,642
shares
|
$343,310
0.38% of portfolio
|
Q3 2023
Added 0.01%
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
10,623
shares
|
$342,697
0.14% of portfolio
|
Q4 2024
Added 343.18%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
10,609
shares
|
$342,246
0.01% of portfolio
|
Q3 2025
Reduced 60.12%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
10,581
shares
|
$341,343
0.01% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
10,580
shares
|
$341,310
0.1% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,552
shares
|
$340,407
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
10,518
shares
|
$339,310
1.25% of portfolio
|
Q4 2023
Reduced 2.42%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
10,512
shares
|
$339,117
0.04% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
10,456
shares
|
$337,310
0.02% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
10,405
shares
|
$335,665
0.14% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 05, 2025 Q3 2025 |
10,395
shares
|
$335,342
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 16, 2025 Q3 2025 |
10,378
shares
|
$334,794
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
10,248
shares
|
$330,600
0.12% of portfolio
|
Q1 2025
Reduced 32.63%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
10,241
shares
|
$330,374
0.05% of portfolio
|
Q3 2025
Added 10.4%
|
|