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 |
|---|---|---|---|---|---|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
2,100
shares
|
$67,746
0.01% of portfolio
|
Q4 2024
Added 287.45%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
2,088
shares
|
$67,358
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
2,068
shares
|
$66,713
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
2,040
shares
|
$65,810
0.01% of portfolio
|
Q4 2024
Added 209.09%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
2,033
shares
|
$65,584
0.06% of portfolio
|
Q3 2025
Added 32.27%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
2,033
shares
|
$65,584
0.13% of portfolio
|
Q3 2025
Reduced 63.97%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,008
shares
|
$64,778
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,940
shares
|
$62,584
0.02% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
1,927
shares
|
$62,165
0.01% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
1,921
shares
|
$61,971
0.01% of portfolio
|
Q4 2025
Reduced 51.79%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,912
shares
|
$61,681
0.0% of portfolio
|
Q3 2025
Reduced 80.71%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
1,910
shares
|
$61,616
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,900
shares
|
$61,293
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
1,895
shares
|
$61,132
0.02% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
1,880
shares
|
$60,648
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
1,847
shares
|
$59,584
0.0% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
1,840
shares
|
$59,358
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
1,825
shares
|
$58,874
0.02% of portfolio
|
Q4 2024
Added 300.22%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
1,815
shares
|
$58,551
0.02% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,800
shares
|
$58,068
0.02% of portfolio
|
Q2 2022
Reduced 8.91%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
1,800
shares
|
$58,068
0.05% of portfolio
|
Q4 2025
Reduced 25.5%
|
|
|
Dorato Capital Management
Denver, CO |
Jan 16, 2026 Q4 2025 |
1,776
shares
|
$57,293
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
1,775
shares
|
$57,261
0.07% of portfolio
|
Q4 2024
Added 307.11%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
1,748
shares
|
$56,390
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
1,712
shares
|
$55,229
0.03% of portfolio
|
Q4 2024
Added 707.55%
|
|