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 |
|---|---|---|---|---|---|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
8,400
shares
|
$270,984
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
8,395
shares
|
$270,822
0.1% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
8,385
shares
|
$270,500
0.06% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
8,328
shares
|
$268,661
0.0% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
8,253
shares
|
$266,241
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
8,240
shares
|
$265,822
0.12% of portfolio
|
Q4 2022
Added 1.48%
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
8,240
shares
|
$265,822
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
8,227
shares
|
$265,403
0.11% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Mirador Capital Partners LP
|
Oct 06, 2025 Q3 2025 |
8,177
shares
|
$263,790
0.04% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
8,171
shares
|
$263,596
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
8,156
shares
|
$263,112
0.02% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
8,150
shares
|
$262,919
0.08% of portfolio
|
Q3 2025
Reduced 29.55%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 21, 2025 Q3 2025 |
8,139
shares
|
$262,564
0.22% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
8,134
shares
|
$262,402
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
8,078
shares
|
$260,596
0.01% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
8,076
shares
|
$260,531
0.09% of portfolio
|
Q4 2024
Added 238.33%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
8,068
shares
|
$260,273
0.0% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
8,062
shares
|
$260,080
0.11% of portfolio
|
Q3 2025
Added 1200.32%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
8,048
shares
|
$259,628
0.04% of portfolio
|
Q3 2025
Reduced 61.99%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
8,037
shares
|
$259,273
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
8,000
shares
|
$258,079
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
7,972
shares
|
$257,176
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
7,918
shares
|
$255,434
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Hartline Investment Corp
Winnetka, IL |
Oct 28, 2025 Q3 2025 |
7,902
shares
|
$254,918
0.03% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
7,896
shares
|
$254,724
0.1% of portfolio
|
Q2 2025
New holding
|
|