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 |
|---|---|---|---|---|---|
|
Threadgill Financial, LLC
|
Jan 08, 2026 Q4 2025 |
6,405
shares
|
$206,625
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2025 Q3 2025 |
6,400
shares
|
$206,464
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
6,385
shares
|
$205,980
0.06% of portfolio
|
Q4 2024
Added 120.86%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 12, 2026 Q4 2025 |
6,346
shares
|
$204,721
0.06% of portfolio
|
Q4 2025
Reduced 11.7%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
6,346
shares
|
$204,721
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
6,342
shares
|
$204,592
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
6,302
shares
|
$203,302
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
6,284
shares
|
$202,721
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
6,282
shares
|
$202,657
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
6,236
shares
|
$201,173
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
6,187
shares
|
$199,592
0.11% of portfolio
|
Q4 2025
Reduced 3.33%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,155
shares
|
$198,560
0.01% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
6,132
shares
|
$197,818
0.01% of portfolio
|
Q3 2025
Added 616.36%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
6,093
shares
|
$196,560
0.02% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
5,823
shares
|
$187,849
0.35% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
5,756
shares
|
$185,688
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
5,707
shares
|
$184,107
0.29% of portfolio
|
Q2 2023
Reduced 45.83%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
5,642
shares
|
$182,010
0.09% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
5,636
shares
|
$181,817
0.39% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
5,600
shares
|
$180,656
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
5,572
shares
|
$179,752
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
5,572
shares
|
$179,752
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
5,381
shares
|
$173,591
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
5,298
shares
|
$170,913
0.15% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
4,986
shares
|
$160,848
0.01% of portfolio
|
Q3 2025
New holding
|
|