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 |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
39,500
shares
|
$1.27 Million
0.11% of portfolio
|
Q4 2025
Reduced 1.89%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
39,326
shares
|
$1.27 Million
0.05% of portfolio
|
Q3 2025
Added 13.7%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
39,181
shares
|
$1.26 Million
0.04% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
38,834
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 98.08%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
38,694
shares
|
$1.25 Million
0.33% of portfolio
|
Q3 2025
Reduced 9.55%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
38,381
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Added 3828.45%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
38,277
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
38,275
shares
|
$1.23 Million
0.2% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
38,076
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2025
Added 16.63%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
37,688
shares
|
$1.22 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
37,545
shares
|
$1.21 Million
0.43% of portfolio
|
Q3 2025
Added 27.69%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
37,299
shares
|
$1.2 Million
0.46% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
37,163
shares
|
$1.2 Million
1.52% of portfolio
|
Q2 2025
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
37,120
shares
|
$1.2 Million
0.02% of portfolio
|
Q4 2024
Added 275.25%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
36,522
shares
|
$1.18 Million
0.73% of portfolio
|
Q4 2025
Added 1.08%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
36,464
shares
|
$1.18 Million
0.41% of portfolio
|
Q3 2025
Added 10.25%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
36,405
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
36,350
shares
|
$1.17 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Hoese & CO LLP
|
Jan 14, 2026 Q4 2025 |
36,276
shares
|
$1.17 Million
0.85% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
36,255
shares
|
$1.17 Million
0.43% of portfolio
|
Q3 2025
Added 1693.91%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
36,237
shares
|
$1.17 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
36,219
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
36,217
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
36,114
shares
|
$1.17 Million
0.21% of portfolio
|
Q3 2025
Reduced 13.8%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
35,806
shares
|
$1.16 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.66%
|
|