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 |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
10,512
shares
|
$339,117
0.04% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
10,456
shares
|
$337,310
0.02% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
10,405
shares
|
$335,665
0.14% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 05, 2025 Q3 2025 |
10,395
shares
|
$335,342
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
10,248
shares
|
$330,600
0.12% of portfolio
|
Q1 2025
Reduced 32.63%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
10,241
shares
|
$330,374
0.05% of portfolio
|
Q3 2025
Added 10.4%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
10,139
shares
|
$327,084
0.07% of portfolio
|
Q4 2025
Reduced 1.84%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
10,045
shares
|
$324,051
0.03% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
10,034
shares
|
$323,696
0.1% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
9,973
shares
|
$321,728
0.03% of portfolio
|
Q3 2025
Reduced 12.86%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
9,941
shares
|
$320,696
0.13% of portfolio
|
Q3 2023
Added 6.94%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
9,936
shares
|
$320,535
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
9,934
shares
|
$320,470
0.04% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
9,920
shares
|
$320,019
0.05% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
9,908
shares
|
$319,632
0.21% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
9,887
shares
|
$318,954
0.04% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
9,852
shares
|
$317,825
0.17% of portfolio
|
Q3 2025
Added 33.12%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
9,849
shares
|
$317,728
0.09% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
9,827
shares
|
$317,019
0.16% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Check Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
9,800
shares
|
$316,148
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
9,795
shares
|
$315,986
0.22% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jan 08, 2026 Q4 2025 |
9,788
shares
|
$315,760
0.28% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
9,743
shares
|
$314,309
0.09% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
9,726
shares
|
$313,760
0.24% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
9,692
shares
|
$312,663
0.01% of portfolio
|
Q3 2025
Added 0.07%
|
|