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 |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
734
shares
|
$23,678
0.0% of portfolio
|
Q3 2025
Added 65.69%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
714
shares
|
$23,033
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
712
shares
|
$22,969
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 13, 2025 Q3 2025 |
692
shares
|
$22,323
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
678
shares
|
$21,872
0.02% of portfolio
|
Q4 2025
Added 28.65%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
677
shares
|
$21,840
0.01% of portfolio
|
Q3 2025
Reduced 81.94%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
675
shares
|
$21,775
0.0% of portfolio
|
Q3 2025
Added 22400.0%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
657
shares
|
$21,194
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
657
shares
|
$21,194
0.0% of portfolio
|
Q2 2023
Added 0.15%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
648
shares
|
$20,904
0.01% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
643
shares
|
$20,743
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
639
shares
|
$20,614
0.01% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
626
shares
|
$20,194
0.0% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
625
shares
|
$20,162
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
613
shares
|
$19,775
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
608
shares
|
$19,614
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
608
shares
|
$19,614
0.0% of portfolio
|
Q1 2025
Reduced 22.25%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
580
shares
|
$18,710
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
575
shares
|
$18,549
0.0% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
556
shares
|
$17,936
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
547
shares
|
$17,646
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
525
shares
|
$16,936
0.0% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
512
shares
|
$16,517
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
511
shares
|
$16,484
0.59% of portfolio
|
Q3 2025
Added 1209.39%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
483
shares
|
$15,581
0.0% of portfolio
|
Q1 2025
New holding
|
|