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 |
|---|---|---|---|---|---|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
1,429
shares
|
$46,099
0.02% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
1,424
shares
|
$45,938
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,353
shares
|
$43,647
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
1,304
shares
|
$42,067
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,257
shares
|
$40,550
0.09% of portfolio
|
Q3 2024
Added 178.1%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,234
shares
|
$39,808
0.0% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
1,212
shares
|
$39,099
0.0% of portfolio
|
Q3 2025
Added 87.33%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,153
shares
|
$37,195
0.0% of portfolio
|
Q3 2025
Added 15.65%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,137
shares
|
$36,679
0.01% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
1,122
shares
|
$36,195
0.0% of portfolio
|
Q2 2025
Reduced 20.99%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
1,059
shares
|
$34,163
0.01% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,016
shares
|
$32,776
0.0% of portfolio
|
Q1 2025
Reduced 67.18%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$32,259
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
996
shares
|
$32,130
0.0% of portfolio
|
Q4 2024
Added 53.47%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
985
shares
|
$31,776
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
904
shares
|
$29,163
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
900
shares
|
$29,034
0.03% of portfolio
|
Q4 2022
Reduced 66.2%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
890
shares
|
$28,711
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
879
shares
|
$28,356
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
818
shares
|
$26,388
0.0% of portfolio
|
Q2 2025
Added 3990.0%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
816
shares
|
$26,324
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
802
shares
|
$25,872
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
774
shares
|
$24,969
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
765
shares
|
$24,678
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
749
shares
|
$24,162
0.01% of portfolio
|
Q3 2025
Reduced 25.32%
|
|