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 |
|---|---|---|---|---|---|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
2,033
shares
|
$65,584
0.13% of portfolio
|
Q3 2025
Reduced 63.97%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,008
shares
|
$64,778
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,940
shares
|
$62,584
0.02% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
1,927
shares
|
$62,165
0.01% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
1,921
shares
|
$61,971
0.01% of portfolio
|
Q4 2025
Reduced 51.79%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,912
shares
|
$61,681
0.0% of portfolio
|
Q3 2025
Reduced 80.71%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
1,910
shares
|
$61,616
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,900
shares
|
$61,293
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
1,895
shares
|
$61,132
0.02% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
1,880
shares
|
$60,648
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
1,847
shares
|
$59,584
0.0% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
1,840
shares
|
$59,358
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
1,825
shares
|
$58,874
0.02% of portfolio
|
Q4 2024
Added 300.22%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
1,813
shares
|
$58,487
0.02% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,800
shares
|
$58,068
0.02% of portfolio
|
Q2 2022
Reduced 8.91%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
1,800
shares
|
$58,068
0.05% of portfolio
|
Q4 2025
Reduced 25.5%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
1,775
shares
|
$57,261
0.07% of portfolio
|
Q4 2024
Added 307.11%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
1,748
shares
|
$56,390
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
1,712
shares
|
$55,229
0.03% of portfolio
|
Q4 2024
Added 707.55%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
1,708
shares
|
$55,100
0.01% of portfolio
|
Q3 2025
Reduced 31.9%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,650
shares
|
$53,229
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
1,604
shares
|
$51,745
0.01% of portfolio
|
Q3 2025
Added 11.85%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
1,600
shares
|
$51,616
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
1,584
shares
|
$51,099
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
1,541
shares
|
$49,712
0.01% of portfolio
|
Q4 2025
Added 3.28%
|
|