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 |
|---|---|---|---|---|---|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
27,795
shares
|
$896,666
0.44% of portfolio
|
Q3 2025
Reduced 17.54%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
27,739
shares
|
$894,860
0.26% of portfolio
|
Q3 2025
Added 8.04%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
27,727
shares
|
$894,473
0.66% of portfolio
|
Q3 2025
Added 10.63%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
27,550
shares
|
$888,763
0.11% of portfolio
|
Q4 2025
Added 44.1%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
27,490
shares
|
$886,827
0.21% of portfolio
|
Q3 2025
Added 110.02%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
27,339
shares
|
$881,956
0.45% of portfolio
|
Q4 2025
Reduced 1.92%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
27,339
shares
|
$881,956
0.25% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
27,245
shares
|
$878,923
0.86% of portfolio
|
Q4 2025
Reduced 17.71%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
27,219
shares
|
$878,084
0.11% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
27,218
shares
|
$878,052
0.12% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Nov 04, 2025 Q3 2025 |
27,121
shares
|
$874,923
0.64% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
26,995
shares
|
$870,858
0.47% of portfolio
|
Q1 2023
Added 0.11%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
26,875
shares
|
$866,987
0.06% of portfolio
|
Q2 2025
Added 31.6%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
26,848
shares
|
$866,116
0.08% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
26,803
shares
|
$864,664
0.22% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
26,798
shares
|
$864,503
1.15% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
26,685
shares
|
$860,858
0.45% of portfolio
|
Q3 2025
Added 24.0%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
26,623
shares
|
$858,857
0.15% of portfolio
|
Q3 2025
Reduced 41.18%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
26,600
shares
|
$858,116
0.95% of portfolio
|
Q3 2025
Reduced 78.67%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
26,472
shares
|
$853,986
0.06% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
26,439
shares
|
$852,922
0.03% of portfolio
|
Q3 2023
Reduced 5.48%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
26,411
shares
|
$852,018
0.09% of portfolio
|
Q4 2023
Reduced 3.72%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
26,348
shares
|
$849,986
0.03% of portfolio
|
Q3 2025
Added 12.18%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
26,189
shares
|
$844,857
0.0% of portfolio
|
Q3 2025
Reduced 41.14%
|
|
|
Members Trust CO
|
Jan 15, 2026 Q4 2025 |
26,182
shares
|
$844,631
0.03% of portfolio
|
Q4 2025
Reduced 0.58%
|
|