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 |
|---|---|---|---|---|---|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
22,170
shares
|
$715,204
0.06% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
22,148
shares
|
$714,494
0.33% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
21,924
shares
|
$707,268
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
21,897
shares
|
$706,397
0.05% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
21,870
shares
|
$705,526
0.05% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
21,859
shares
|
$705,171
0.1% of portfolio
|
Q3 2025
Added 127.22%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
21,820
shares
|
$703,913
0.22% of portfolio
|
Q4 2025
Added 1.26%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
21,805
shares
|
$703,429
0.04% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 07, 2026 Q4 2025 |
21,728
shares
|
$700,945
0.43% of portfolio
|
Q4 2025
Reduced 85.67%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
21,727
shares
|
$700,913
0.32% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
21,515
shares
|
$694,073
0.24% of portfolio
|
Q2 2025
Added 17.66%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
21,496
shares
|
$693,460
0.12% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
21,468
shares
|
$692,557
0.02% of portfolio
|
Q2 2025
Added 26.61%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
21,445
shares
|
$691,815
0.02% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
21,304
shares
|
$687,267
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
21,291
shares
|
$686,847
0.17% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
21,247
shares
|
$685,428
0.01% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
21,205
shares
|
$684,073
0.16% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
21,160
shares
|
$682,621
0.54% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
21,120
shares
|
$681,331
0.02% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
21,104
shares
|
$680,815
0.08% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
20,986
shares
|
$677,008
0.09% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Financial Planning Navigators Corp
Maple Grove, MN |
Jan 16, 2026 Q4 2025 |
20,980
shares
|
$676,814
0.31% of portfolio
|
Q4 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
20,978
shares
|
$676,750
0.24% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
20,913
shares
|
$674,653
0.32% of portfolio
|
Q3 2025
Added 0.04%
|
|