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 |
|---|---|---|---|---|---|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
20,896
shares
|
$674,104
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
20,746
shares
|
$669,265
0.04% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
20,656
shares
|
$666,362
0.02% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
20,638
shares
|
$665,781
0.03% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
20,635
shares
|
$665,685
0.04% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
20,589
shares
|
$664,201
0.01% of portfolio
|
Q3 2025
Added 13.16%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
20,393
shares
|
$657,878
0.71% of portfolio
|
Q1 2024
Added 437.93%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
20,390
shares
|
$657,781
0.04% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
20,387
shares
|
$657,684
0.05% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
20,311
shares
|
$655,232
0.04% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
19,901
shares
|
$642,006
0.0% of portfolio
|
Q3 2023
Reduced 17.19%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
19,886
shares
|
$641,522
0.57% of portfolio
|
Q3 2025
Added 31.15%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
19,720
shares
|
$636,167
0.19% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
19,694
shares
|
$635,328
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
19,691
shares
|
$635,231
0.46% of portfolio
|
Q3 2025
Added 51.32%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
19,690
shares
|
$635,199
0.19% of portfolio
|
Q3 2025
Reduced 8.72%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
19,662
shares
|
$634,296
0.02% of portfolio
|
Q3 2025
Added 29.73%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
19,661
shares
|
$634,263
0.01% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
19,655
shares
|
$634,070
0.0% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
19,630
shares
|
$633,263
0.24% of portfolio
|
Q3 2025
Reduced 9.65%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
19,624
shares
|
$633,070
0.04% of portfolio
|
Q3 2025
Reduced 97.39%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
19,605
shares
|
$632,457
0.73% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
19,509
shares
|
$629,360
0.29% of portfolio
|
Q4 2025
Added 6.25%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
19,422
shares
|
$626,553
0.03% of portfolio
|
Q2 2024
Reduced 75.14%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
19,416
shares
|
$626,360
0.12% of portfolio
|
Q4 2023
Added 10.1%
|
|