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 |
|---|---|---|---|---|---|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
6,919
shares
|
$223,206
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
6,894
shares
|
$222,400
0.01% of portfolio
|
Q4 2025
Reduced 0.72%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
6,878
shares
|
$221,884
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
6,846
shares
|
$220,851
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
6,827
shares
|
$220,239
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
6,812
shares
|
$219,755
0.08% of portfolio
|
Q3 2025
Reduced 28.52%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
6,800
shares
|
$219,368
0.07% of portfolio
|
Q3 2025
Reduced 35.85%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
6,788
shares
|
$218,980
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
6,787
shares
|
$218,948
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
6,748
shares
|
$217,690
0.04% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
6,732
shares
|
$217,174
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
6,728
shares
|
$217,045
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
6,699
shares
|
$216,109
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
One Advisory Partners, LLC
|
Jan 12, 2026 Q4 2025 |
6,674
shares
|
$215,303
0.08% of portfolio
|
Q4 2025
Reduced 23.62%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
6,673
shares
|
$215,270
0.05% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Oct 22, 2025 Q3 2025 |
6,655
shares
|
$214,690
0.19% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Oct 14, 2025 Q3 2025 |
6,642
shares
|
$214,270
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 12, 2026 Q4 2025 |
6,640
shares
|
$214,206
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
6,628
shares
|
$213,819
0.01% of portfolio
|
Q3 2025
Reduced 55.71%
|
|
|
Define Financial, LLC
San Diego, CA |
Jan 12, 2026 Q4 2025 |
6,609
shares
|
$213,206
0.12% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
6,601
shares
|
$212,948
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
6,580
shares
|
$212,270
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Baxter Bros Inc
|
Oct 14, 2025 Q3 2025 |
6,500
shares
|
$209,690
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
6,486
shares
|
$209,238
0.14% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
6,456
shares
|
$208,270
0.03% of portfolio
|
Q3 2025
New holding
|
|