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 |
|---|---|---|---|---|---|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
12,285
shares
|
$396,314
0.04% of portfolio
|
Q2 2025
Added 8.64%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
12,274
shares
|
$395,959
0.1% of portfolio
|
Q3 2025
Added 14.13%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
12,261
shares
|
$395,539
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
12,257
shares
|
$395,410
0.15% of portfolio
|
Q3 2024
Added 20.23%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
12,244
shares
|
$394,991
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
12,174
shares
|
$392,733
0.28% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
12,173
shares
|
$392,700
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
12,151
shares
|
$391,991
0.0% of portfolio
|
Q2 2023
Added 6.37%
|
|
|
Auctus Advisors LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
12,058
shares
|
$388,991
0.36% of portfolio
|
Q4 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
12,000
shares
|
$387,120
0.31% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
12,000
shares
|
$387,120
0.04% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 12, 2025 Q3 2025 |
11,976
shares
|
$386,345
0.15% of portfolio
|
Q4 2024
Added 410.92%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,963
shares
|
$385,926
0.06% of portfolio
|
Q2 2022
Reduced 1.51%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
11,926
shares
|
$384,732
0.08% of portfolio
|
Q4 2025
Added 18.45%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
11,920
shares
|
$384,539
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
11,904
shares
|
$384,023
0.13% of portfolio
|
Q2 2025
Reduced 39.44%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
11,832
shares
|
$381,700
0.02% of portfolio
|
Q3 2025
Added 24.16%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
11,824
shares
|
$381,442
0.01% of portfolio
|
Q3 2025
Added 28.22%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
11,757
shares
|
$379,280
0.01% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,721
shares
|
$378,119
0.03% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
11,715
shares
|
$377,925
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
11,715
shares
|
$377,925
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
11,708
shares
|
$377,700
0.02% of portfolio
|
Q2 2025
Added 93.54%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
11,680
shares
|
$376,796
0.05% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
11,663
shares
|
$376,248
0.22% of portfolio
|
Q3 2025
Reduced 3.5%
|
|