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 |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
43,384
shares
|
$1.4 Million
0.46% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
42,998
shares
|
$1.39 Million
0.9% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
42,744
shares
|
$1.38 Million
0.75% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
42,567
shares
|
$1.37 Million
0.2% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
42,408
shares
|
$1.37 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
42,260
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2025
Added 1.17%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
42,117
shares
|
$1.36 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
42,001
shares
|
$1.35 Million
0.31% of portfolio
|
Q4 2024
Added 318.84%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
41,988
shares
|
$1.35 Million
0.11% of portfolio
|
Q4 2025
Added 58.48%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,548
shares
|
$1.34 Million
2.06% of portfolio
|
Q1 2024
Added 10.46%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
41,495
shares
|
$1.34 Million
0.35% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
41,444
shares
|
$1.34 Million
0.27% of portfolio
|
Q4 2025
Added 876.07%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
41,246
shares
|
$1.33 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
41,102
shares
|
$1.33 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
40,968
shares
|
$1.32 Million
0.4% of portfolio
|
Q3 2025
Added 93.15%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Oct 22, 2025 Q3 2025 |
40,717
shares
|
$1.31 Million
0.56% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
40,698
shares
|
$1.31 Million
0.09% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
40,687
shares
|
$1.31 Million
0.08% of portfolio
|
Q3 2025
Added 13.95%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
40,616
shares
|
$1.31 Million
0.09% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
40,498
shares
|
$1.31 Million
0.7% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
40,356
shares
|
$1.3 Million
0.3% of portfolio
|
Q3 2025
Reduced 35.71%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
40,219
shares
|
$1.3 Million
0.41% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
40,187
shares
|
$1.3 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
40,142
shares
|
$1.29 Million
0.21% of portfolio
|
Q3 2022
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
39,824
shares
|
$1.28 Million
0.32% of portfolio
|
Q3 2025
Added 76.29%
|
|