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 |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,501
shares
|
$241,982
0.2% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
7,492
shares
|
$241,691
0.07% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
7,492
shares
|
$241,691
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,341
shares
|
$236,820
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
7,333
shares
|
$236,562
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jan 08, 2026 Q4 2025 |
7,332
shares
|
$236,530
0.12% of portfolio
|
Q4 2025
Added 7.57%
|
|
|
Shuttleworth & CO
Powell, OH |
Nov 14, 2025 Q3 2025 |
7,296
shares
|
$235,368
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
7,254
shares
|
$234,014
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
7,232
shares
|
$233,304
0.05% of portfolio
|
Q4 2025
Reduced 1.5%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
7,217
shares
|
$232,820
0.02% of portfolio
|
Q3 2025
Reduced 23.33%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
7,152
shares
|
$230,723
0.0% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
7,116
shares
|
$229,562
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
7,100
shares
|
$229,046
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Meyer Handelman CO
|
Oct 16, 2025 Q3 2025 |
7,096
shares
|
$228,916
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pegasus Asset Management, Inc.
|
Nov 03, 2025 Q3 2025 |
7,084
shares
|
$228,529
0.07% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
7,080
shares
|
$228,400
0.03% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
7,074
shares
|
$228,207
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
7,068
shares
|
$228,013
0.06% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
7,040
shares
|
$227,110
0.01% of portfolio
|
Q3 2025
Reduced 34.05%
|
|
|
Econ Financial Services Corp
|
Oct 21, 2025 Q3 2025 |
7,017
shares
|
$226,368
0.12% of portfolio
|
Q3 2025
Reduced 40.24%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
6,993
shares
|
$225,594
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
6,976
shares
|
$225,045
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
6,949
shares
|
$224,174
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jan 12, 2026 Q4 2025 |
6,936
shares
|
$223,755
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
6,920
shares
|
$223,239
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|