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 |
|---|---|---|---|---|---|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
9,528
shares
|
$307,373
0.21% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
9,518
shares
|
$307,050
0.0% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
9,508
shares
|
$306,728
0.01% of portfolio
|
Q4 2025
Added 25.45%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
9,490
shares
|
$306,147
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
9,484
shares
|
$305,953
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
9,464
shares
|
$305,308
0.03% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
9,345
shares
|
$301,469
0.02% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Nov 13, 2025 Q3 2025 |
9,285
shares
|
$299,534
0.16% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
9,258
shares
|
$298,663
0.2% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
9,251
shares
|
$298,437
0.01% of portfolio
|
Q3 2025
Reduced 82.31%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
9,204
shares
|
$296,921
0.14% of portfolio
|
Q3 2025
Added 27.02%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
9,185
shares
|
$296,308
0.08% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
9,185
shares
|
$296,308
0.04% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Stolper CO
|
Jan 12, 2026 Q4 2025 |
9,170
shares
|
$295,824
0.09% of portfolio
|
Q4 2025
Reduced 1.07%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
9,137
shares
|
$294,759
0.04% of portfolio
|
Q4 2024
Added 300.04%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
9,076
shares
|
$292,791
0.04% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
9,065
shares
|
$292,436
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
9,058
shares
|
$292,211
0.06% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
9,014
shares
|
$290,791
0.05% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
9,008
shares
|
$290,598
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
8,984
shares
|
$289,823
0.11% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
8,965
shares
|
$289,210
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
8,964
shares
|
$289,178
0.02% of portfolio
|
Q3 2025
Reduced 57.57%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
8,962
shares
|
$289,114
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,946
shares
|
$288,597
0.04% of portfolio
|
Q4 2022
Reduced 70.8%
|
|