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 1,694 institutions that hold shares in the stock, with a total of 857 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 |
|---|---|---|---|---|---|
|
Matthew Goff Investment Advisor, LLC
|
Jan 14, 2026 Q4 2025 |
78,037
shares
|
$2.52 Million
0.44% of portfolio
|
Q4 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
78,014
shares
|
$2.52 Million
0.43% of portfolio
|
Q3 2025
Added 61.09%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
77,658
shares
|
$2.51 Million
0.39% of portfolio
|
Q3 2025
Reduced 12.24%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
77,581
shares
|
$2.5 Million
0.24% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
77,144
shares
|
$2.49 Million
0.74% of portfolio
|
Q4 2025
Added 15.05%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
76,626
shares
|
$2.47 Million
0.55% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
76,451
shares
|
$2.47 Million
1.22% of portfolio
|
Q3 2025
Reduced 12.22%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
75,655
shares
|
$2.44 Million
0.86% of portfolio
|
Q3 2025
Reduced 23.98%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
75,400
shares
|
$2.43 Million
0.6% of portfolio
|
Q4 2025
Reduced 3.2%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
75,395
shares
|
$2.43 Million
1.68% of portfolio
|
Q1 2024
Added 14.29%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
75,140
shares
|
$2.42 Million
1.72% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
75,131
shares
|
$2.42 Million
0.11% of portfolio
|
Q3 2025
Added 294.49%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
75,086
shares
|
$2.42 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
74,670
shares
|
$2.41 Million
1.13% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
74,573
shares
|
$2.41 Million
1.63% of portfolio
|
Q3 2025
Added 26.81%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
74,395
shares
|
$2.4 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
73,948
shares
|
$2.39 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
73,923
shares
|
$2.38 Million
0.39% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
73,818
shares
|
$2.38 Million
0.14% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
73,517
shares
|
$2.37 Million
0.07% of portfolio
|
Q3 2025
Reduced 11.81%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
73,453
shares
|
$2.37 Million
0.53% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
73,452
shares
|
$2.37 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
73,388
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2025
Added 12.43%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
73,325
shares
|
$2.37 Million
0.2% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
72,860
shares
|
$2.35 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.77%
|
|