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 |
|---|---|---|---|---|---|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
33,148
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2025
Added 94.68%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
33,116
shares
|
$1.07 Million
0.12% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
32,763
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2025
Added 0.58%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
32,697
shares
|
$1.05 Million
0.33% of portfolio
|
Q4 2024
Added 300.01%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
32,607
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
32,422
shares
|
$1.05 Million
0.19% of portfolio
|
Q4 2025
Reduced 0.63%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
32,388
shares
|
$1.04 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 15, 2026 Q4 2025 |
32,234
shares
|
$1.04 Million
0.76% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
31,861
shares
|
$1.03 Million
0.49% of portfolio
|
Q3 2025
Added 8.57%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
31,444
shares
|
$1.01 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
31,108
shares
|
$1 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
31,040
shares
|
$1 Million
0.05% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
30,903
shares
|
$996,930
0.56% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
30,870
shares
|
$995,866
0.01% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
30,824
shares
|
$994,382
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
30,821
shares
|
$994,285
0.52% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
30,664
shares
|
$989,220
0.29% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
30,661
shares
|
$989,123
0.03% of portfolio
|
Q3 2025
Added 26.76%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
30,649
shares
|
$988,736
0.17% of portfolio
|
Q3 2025
Added 11.71%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
30,648
shares
|
$988,704
0.03% of portfolio
|
Q3 2025
Added 89.51%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
30,644
shares
|
$988,575
0.04% of portfolio
|
Q4 2024
Added 241.97%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
30,364
shares
|
$979,542
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
30,228
shares
|
$975,155
0.05% of portfolio
|
Q4 2024
Added 779.23%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
29,938
shares
|
$965,799
0.01% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
29,927
shares
|
$965,445
0.1% of portfolio
|
Q1 2025
Added 316.35%
|
|