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 1,687 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 |
|---|---|---|---|---|---|
|
Grant
|
May 01, 2025 Q1 2025 |
142,669
shares
|
$4.6 Million
2.1% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
141,649
shares
|
$4.57 Million
0.19% of portfolio
|
Q3 2025
Reduced 10.42%
|
|
|
Q3 Asset Management
|
Oct 27, 2025 Q3 2025 |
141,160
shares
|
$4.55 Million
1.54% of portfolio
|
Q3 2025
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
140,883
shares
|
$4.54 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
140,776
shares
|
$4.54 Million
5.97% of portfolio
|
Q1 2023
Added 38.04%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
140,540
shares
|
$4.53 Million
0.07% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
140,433
shares
|
$4.53 Million
0.03% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
139,478
shares
|
$4.5 Million
1.76% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Barden Capital Management, Inc.
|
Jan 06, 2026 Q4 2025 |
139,332
shares
|
$4.49 Million
3.74% of portfolio
|
Q4 2025
Added 4.75%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
139,279
shares
|
$4.49 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
138,870
shares
|
$4.48 Million
0.13% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
138,161
shares
|
$4.46 Million
1.04% of portfolio
|
Q3 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
137,907
shares
|
$4.45 Million
0.09% of portfolio
|
Q3 2025
Added 10451.42%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
137,062
shares
|
$4.42 Million
0.39% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
136,869
shares
|
$4.42 Million
0.55% of portfolio
|
Q2 2025
Reduced 18.47%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
136,437
shares
|
$4.4 Million
0.11% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
136,179
shares
|
$4.39 Million
0.02% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
135,546
shares
|
$4.37 Million
1.09% of portfolio
|
Q3 2025
Added 197.64%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
135,424
shares
|
$4.37 Million
0.21% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
135,197
shares
|
$4.36 Million
0.01% of portfolio
|
Q3 2025
Added 26.53%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 12, 2025 Q3 2025 |
135,061
shares
|
$4.36 Million
2.61% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
134,723
shares
|
$4.35 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
134,283
shares
|
$4.33 Million
1.9% of portfolio
|
Q3 2025
Reduced 8.32%
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
133,997
shares
|
$4.32 Million
1.67% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
133,245
shares
|
$4.3 Million
0.37% of portfolio
|
Q3 2025
Added 3.89%
|
|