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 |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
53,200
shares
|
$1.72 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
53,149
shares
|
$1.71 Million
1.98% of portfolio
|
Q3 2025
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
52,854
shares
|
$1.71 Million
0.13% of portfolio
|
Q3 2022
Added 964.75%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
52,693
shares
|
$1.7 Million
0.04% of portfolio
|
Q4 2025
Reduced 6.49%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
52,434
shares
|
$1.69 Million
0.38% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
52,337
shares
|
$1.69 Million
0.71% of portfolio
|
Q4 2025
Added 114.31%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
52,246
shares
|
$1.69 Million
0.13% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jan 06, 2026 Q4 2025 |
52,081
shares
|
$1.68 Million
0.71% of portfolio
|
Q4 2025
Reduced 4.66%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
51,962
shares
|
$1.68 Million
0.07% of portfolio
|
Q3 2025
Reduced 36.79%
|
|
|
Bg Investment Services, Inc.
|
Oct 31, 2025 Q3 2025 |
51,860
shares
|
$1.67 Million
1.74% of portfolio
|
Q3 2025
Added 416.95%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
51,733
shares
|
$1.67 Million
0.09% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
51,728
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 31, 2025 Q3 2025 |
51,584
shares
|
$1.66 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
51,584
shares
|
$1.66 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
50,989
shares
|
$1.64 Million
0.97% of portfolio
|
Q4 2025
Added 8.48%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
50,648
shares
|
$1.63 Million
0.28% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
50,412
shares
|
$1.63 Million
0.2% of portfolio
|
Q2 2025
Added 484.69%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
50,015
shares
|
$1.61 Million
0.11% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
49,997
shares
|
$1.61 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
49,816
shares
|
$1.61 Million
0.18% of portfolio
|
Q3 2025
Added 48.15%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
49,678
shares
|
$1.6 Million
0.05% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
49,665
shares
|
$1.6 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
49,484
shares
|
$1.6 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
49,413
shares
|
$1.59 Million
0.85% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
49,217
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2025
Added 16.27%
|
|