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 1,693 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 |
|---|---|---|---|---|---|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
3,000
shares
|
$96,780
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
2,936
shares
|
$94,715
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
2,926
shares
|
$94,392
0.01% of portfolio
|
Q3 2025
Reduced 21.32%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
2,880
shares
|
$92,908
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
2,843
shares
|
$91,715
0.02% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,764
shares
|
$89,166
0.03% of portfolio
|
Q2 2024
Added 4.22%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
2,708
shares
|
$87,360
0.03% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
2,685
shares
|
$86,618
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
2,671
shares
|
$86,166
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
2,586
shares
|
$83,424
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
2,541
shares
|
$81,972
0.03% of portfolio
|
Q3 2025
Added 145.51%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
2,516
shares
|
$81,166
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
2,509
shares
|
$80,940
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,508
shares
|
$80,908
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,500
shares
|
$80,650
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
2,400
shares
|
$77,424
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
2,332
shares
|
$75,230
0.03% of portfolio
|
Q4 2025
Reduced 11.6%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
2,300
shares
|
$74,198
0.0% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
2,296
shares
|
$74,068
0.08% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
2,284
shares
|
$73,681
0.02% of portfolio
|
Q4 2025
Reduced 1.76%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
2,281
shares
|
$73,585
0.01% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
2,267
shares
|
$73,133
0.05% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
2,260
shares
|
$72,907
0.02% of portfolio
|
Q3 2025
Added 11.6%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
2,242
shares
|
$72,326
0.0% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
2,232
shares
|
$72,004
0.0% of portfolio
|
Q3 2025
Added 16.25%
|
|