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 |
|---|---|---|---|---|---|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
26,164
shares
|
$844,050
0.01% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
26,140
shares
|
$843,276
0.03% of portfolio
|
Q3 2025
Added 91.5%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
26,139
shares
|
$843,244
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
26,101
shares
|
$842,018
0.01% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
26,098
shares
|
$841,921
0.28% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
26,063
shares
|
$840,792
0.02% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
26,025
shares
|
$839,566
0.37% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
25,966
shares
|
$837,663
0.28% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
25,925
shares
|
$836,340
0.13% of portfolio
|
Q3 2025
Reduced 31.09%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
25,836
shares
|
$833,469
0.03% of portfolio
|
Q3 2025
Added 54.66%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
25,787
shares
|
$831,888
0.14% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
25,776
shares
|
$831,533
0.11% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
25,759
shares
|
$830,985
0.04% of portfolio
|
Q4 2025
Reduced 3.2%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
25,751
shares
|
$830,727
0.54% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2025 Q3 2025 |
25,700
shares
|
$829,082
0.7% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
25,675
shares
|
$828,275
0.58% of portfolio
|
Q3 2025
Added 17.21%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
25,653
shares
|
$827,565
0.28% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
25,604
shares
|
$825,985
0.2% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
25,528
shares
|
$823,533
0.02% of portfolio
|
Q3 2025
Added 13.49%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
25,415
shares
|
$819,887
0.01% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
25,317
shares
|
$816,726
0.3% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
25,272
shares
|
$815,274
0.03% of portfolio
|
Q4 2024
Added 247.24%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
25,153
shares
|
$811,435
0.0% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
25,086
shares
|
$809,274
0.08% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Imc Chicago, LLC
|
Nov 04, 2025 Q3 2025 |
25,049
shares
|
$808,080
0.02% of portfolio
|
Q3 2025
New holding
|
|