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 |
|---|---|---|---|---|---|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
106,229
shares
|
$3.43 Million
1.54% of portfolio
|
Q3 2022
Added 1.29%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
105,872
shares
|
$3.42 Million
0.98% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
105,724
shares
|
$3.41 Million
0.12% of portfolio
|
Q4 2025
Added 45.48%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
105,664
shares
|
$3.41 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
105,073
shares
|
$3.39 Million
0.65% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Cs Group, LLC
|
Jan 08, 2026 Q4 2025 |
104,325
shares
|
$3.37 Million
3.11% of portfolio
|
Q4 2025
Added 4.05%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
104,312
shares
|
$3.37 Million
1.92% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
104,194
shares
|
$3.36 Million
0.0% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
104,101
shares
|
$3.36 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
104,076
shares
|
$3.36 Million
1.68% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
103,035
shares
|
$3.32 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
102,612
shares
|
$3.31 Million
0.42% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
102,194
shares
|
$3.3 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
102,194
shares
|
$3.3 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
100,803
shares
|
$3.25 Million
0.84% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
100,709
shares
|
$3.25 Million
2.14% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
99,144
shares
|
$3.2 Million
1.11% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
99,099
shares
|
$3.2 Million
2.26% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
98,902
shares
|
$3.19 Million
1.5% of portfolio
|
Q3 2025
Added 31.77%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
98,181
shares
|
$3.17 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.85%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
97,812
shares
|
$3.16 Million
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
97,443
shares
|
$3.14 Million
0.59% of portfolio
|
Q3 2025
Added 35.48%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
97,238
shares
|
$3.14 Million
1.41% of portfolio
|
Q3 2025
Added 12.11%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
97,122
shares
|
$3.13 Million
1.67% of portfolio
|
Q4 2024
Added 332.54%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
95,933
shares
|
$3.09 Million
1.85% of portfolio
|
Q3 2025
Added 3.91%
|
|