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 |
|---|---|---|---|---|---|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
4,912
shares
|
$158,461
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
4,909
shares
|
$158,364
0.24% of portfolio
|
Q2 2022
Reduced 8.07%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
4,867
shares
|
$157,009
0.03% of portfolio
|
Q3 2025
Added 494.99%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
4,800
shares
|
$154,848
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
4,756
shares
|
$153,428
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
4,608
shares
|
$148,654
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,560
shares
|
$147,105
0.01% of portfolio
|
Q3 2025
Reduced 6.56%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
4,364
shares
|
$140,782
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
4,347
shares
|
$140,234
0.05% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
4,340
shares
|
$140,008
0.02% of portfolio
|
Q2 2025
Reduced 24.39%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,318
shares
|
$139,298
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
4,288
shares
|
$138,330
0.0% of portfolio
|
Q2 2025
Reduced 77.99%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
4,269
shares
|
$137,717
0.02% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
4,246
shares
|
$136,975
0.03% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
4,228
shares
|
$136,395
0.0% of portfolio
|
Q3 2025
Reduced 18.96%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,128
shares
|
$133,169
0.05% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
4,114
shares
|
$132,717
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
4,097
shares
|
$132,169
0.02% of portfolio
|
Q4 2025
Added 301.67%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
4,080
shares
|
$131,620
0.03% of portfolio
|
Q3 2022
Added 0.12%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
4,023
shares
|
$129,781
0.06% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
4,008
shares
|
$129,298
0.02% of portfolio
|
Q1 2025
Added 234.0%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
4,006
shares
|
$129,233
0.02% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,972
shares
|
$128,136
0.15% of portfolio
|
Q2 2022
Reduced 0.48%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
3,964
shares
|
$127,878
0.0% of portfolio
|
Q3 2025
Added 14.04%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
3,954
shares
|
$127,556
0.01% of portfolio
|
Q3 2025
Reduced 16.05%
|
|