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 |
|---|---|---|---|---|---|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 07, 2026 Q4 2025 |
49,069
shares
|
$1.58 Million
1.25% of portfolio
|
Q4 2025
Reduced 10.17%
|
|
|
Adams Asset Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
48,782
shares
|
$1.57 Million
0.25% of portfolio
|
Q4 2025
Added 4.11%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
48,644
shares
|
$1.57 Million
0.82% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
48,594
shares
|
$1.57 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
48,353
shares
|
$1.56 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.8%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
48,197
shares
|
$1.55 Million
0.44% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
47,855
shares
|
$1.54 Million
0.37% of portfolio
|
Q3 2025
Reduced 18.48%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
47,654
shares
|
$1.54 Million
1.52% of portfolio
|
Q4 2025
Added 27.15%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
47,643
shares
|
$1.54 Million
0.94% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
47,159
shares
|
$1.52 Million
0.89% of portfolio
|
Q4 2025
Reduced 5.91%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
47,100
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
46,949
shares
|
$1.51 Million
0.32% of portfolio
|
Q3 2025
Added 23.24%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
46,769
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2025
Reduced 77.2%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
46,744
shares
|
$1.51 Million
0.19% of portfolio
|
Q3 2025
Reduced 18.37%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
46,436
shares
|
$1.5 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 05, 2025 Q3 2025 |
46,388
shares
|
$1.5 Million
1.47% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
46,131
shares
|
$1.49 Million
1.02% of portfolio
|
Q3 2025
Added 109.32%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
46,099
shares
|
$1.49 Million
1.51% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
45,707
shares
|
$1.47 Million
0.08% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 15, 2026 Q4 2025 |
44,915
shares
|
$1.45 Million
0.16% of portfolio
|
Q4 2025
Reduced 1.37%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
44,862
shares
|
$1.45 Million
0.38% of portfolio
|
Q2 2023
Reduced 1.63%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
44,240
shares
|
$1.43 Million
0.69% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
44,029
shares
|
$1.42 Million
0.44% of portfolio
|
Q3 2025
Added 17.04%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
43,971
shares
|
$1.42 Million
0.91% of portfolio
|
Q3 2025
Added 79.3%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
43,670
shares
|
$1.41 Million
2.17% of portfolio
|
Q3 2024
Reduced 7.46%
|
|