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 |
|---|---|---|---|---|---|
|
Thayer Financial, L.L.C.
Hickory, NC |
Jan 12, 2026 Q4 2025 |
72,804
shares
|
$2.35 Million
2.51% of portfolio
|
Q4 2025
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
72,680
shares
|
$2.34 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
72,543
shares
|
$2.34 Million
1.16% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
72,541
shares
|
$2.34 Million
0.26% of portfolio
|
Q3 2025
Added 13.77%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
72,224
shares
|
$2.33 Million
1.18% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
71,980
shares
|
$2.32 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
71,823
shares
|
$2.32 Million
1.78% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Nikulski Financial, Inc.
|
Jan 15, 2026 Q4 2025 |
71,812
shares
|
$2.32 Million
0.58% of portfolio
|
Q4 2025
Reduced 28.76%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
71,691
shares
|
$2.31 Million
0.58% of portfolio
|
Q4 2025
Added 24.76%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
71,328
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2025
Added 10.36%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
71,236
shares
|
$2.3 Million
0.2% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
71,143
shares
|
$2.3 Million
0.36% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
71,138
shares
|
$2.29 Million
0.47% of portfolio
|
Q4 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
71,004
shares
|
$2.29 Million
0.17% of portfolio
|
Q2 2020
Added 350.48%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
69,582
shares
|
$2.24 Million
0.21% of portfolio
|
Q3 2025
Added 66.86%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
69,149
shares
|
$2.23 Million
0.26% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
69,026
shares
|
$2.23 Million
0.15% of portfolio
|
Q4 2025
Reduced 0.43%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
68,203
shares
|
$2.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 31, 2025 Q3 2025 |
67,413
shares
|
$2.17 Million
3.07% of portfolio
|
Q3 2025
Added 12.23%
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
67,184
shares
|
$2.17 Million
1.74% of portfolio
|
Q3 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
67,162
shares
|
$2.17 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
67,143
shares
|
$2.17 Million
0.14% of portfolio
|
Q1 2024
Added 60.46%
|
|
|
Signet Investment Advisory Group, Inc.
|
Nov 06, 2025 Q3 2025 |
66,815
shares
|
$2.16 Million
1.03% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 07, 2026 Q4 2025 |
66,502
shares
|
$2.15 Million
2.22% of portfolio
|
Q4 2025
Reduced 0.73%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
66,447
shares
|
$2.14 Million
0.54% of portfolio
|
Q4 2025
Added 2.75%
|
|