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 |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
65,922
shares
|
$2.13 Million
0.17% of portfolio
|
Q1 2024
Reduced 9.96%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Oct 29, 2025 Q3 2025 |
65,796
shares
|
$2.12 Million
1.8% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
65,033
shares
|
$2.1 Million
0.49% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
65,028
shares
|
$2.1 Million
0.5% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
64,816
shares
|
$2.09 Million
0.1% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
64,298
shares
|
$2.07 Million
0.07% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Nov 06, 2025 Q3 2025 |
64,224
shares
|
$2.07 Million
2.94% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
64,024
shares
|
$2.07 Million
0.42% of portfolio
|
Q1 2025
Reduced 20.74%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
63,796
shares
|
$2.06 Million
0.17% of portfolio
|
Q3 2025
Added 17621.11%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
63,530
shares
|
$2.05 Million
0.03% of portfolio
|
Q4 2025
Added 1.76%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
63,389
shares
|
$2.04 Million
0.1% of portfolio
|
Q2 2025
Reduced 14.69%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
61,347
shares
|
$1.98 Million
0.04% of portfolio
|
Q3 2025
Added 32.72%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
61,074
shares
|
$1.97 Million
0.4% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
61,021
shares
|
$1.97 Million
1.04% of portfolio
|
Q3 2025
Added 22.91%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
60,984
shares
|
$1.97 Million
1.57% of portfolio
|
Q3 2025
Added 21.94%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
60,842
shares
|
$1.96 Million
0.11% of portfolio
|
Q2 2024
Added 5.48%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
60,779
shares
|
$1.96 Million
0.47% of portfolio
|
Q3 2025
Added 11.74%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
60,586
shares
|
$1.95 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
60,473
shares
|
$1.95 Million
0.69% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
60,311
shares
|
$1.95 Million
0.52% of portfolio
|
Q2 2025
Added 450.99%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
59,784
shares
|
$1.93 Million
0.37% of portfolio
|
Q4 2025
Reduced 0.8%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 08, 2026 Q4 2025 |
59,669
shares
|
$1.92 Million
0.99% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
59,536
shares
|
$1.92 Million
0.26% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
59,041
shares
|
$1.9 Million
0.56% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
59,018
shares
|
$1.9 Million
0.2% of portfolio
|
Q3 2025
Reduced 31.3%
|
|