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 |
|---|---|---|---|---|---|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 09, 2026 Q4 2025 |
7,848
shares
|
$253,176
0.06% of portfolio
|
Q4 2025
Reduced 97.61%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
7,821
shares
|
$252,305
0.03% of portfolio
|
Q3 2025
Reduced 17.04%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
7,812
shares
|
$252,015
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
7,806
shares
|
$251,821
0.05% of portfolio
|
Q3 2025
Added 13.38%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
7,804
shares
|
$251,757
0.02% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
7,768
shares
|
$250,595
0.03% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
7,763
shares
|
$250,434
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
7,745
shares
|
$249,853
0.21% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
7,734
shares
|
$249,498
0.06% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
7,720
shares
|
$249,047
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,720
shares
|
$249,047
0.02% of portfolio
|
Q1 2023
Added 11.56%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
7,718
shares
|
$248,982
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
7,716
shares
|
$248,918
0.01% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
7,706
shares
|
$248,595
0.09% of portfolio
|
Q4 2025
Reduced 3.07%
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
7,701
shares
|
$248,434
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
7,698
shares
|
$248,337
0.02% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
7,655
shares
|
$246,950
0.09% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
7,604
shares
|
$245,305
0.1% of portfolio
|
Q3 2025
Added 10.41%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
7,600
shares
|
$245,175
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
7,591
shares
|
$244,885
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
7,563
shares
|
$243,982
0.01% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
7,549
shares
|
$243,530
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
7,536
shares
|
$243,111
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
7,502
shares
|
$242,014
0.07% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,502
shares
|
$242,014
0.29% of portfolio
|
Q3 2024
Added 1.71%
|
|