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 |
|---|---|---|---|---|---|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
1,708
shares
|
$55,100
0.01% of portfolio
|
Q3 2025
Reduced 31.9%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
1,674
shares
|
$54,003
0.01% of portfolio
|
Q4 2025
Added 17.56%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,650
shares
|
$53,229
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
1,604
shares
|
$51,745
0.01% of portfolio
|
Q3 2025
Added 11.85%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
1,600
shares
|
$51,616
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
1,541
shares
|
$49,712
0.01% of portfolio
|
Q4 2025
Added 3.28%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
1,451
shares
|
$46,809
0.02% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Founders Capital Management
|
Jan 15, 2026 Q4 2025 |
1,436
shares
|
$46,325
0.02% of portfolio
|
Q4 2025
Added 0.49%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,353
shares
|
$43,647
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
1,304
shares
|
$42,067
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
1,280
shares
|
$41,292
0.0% of portfolio
|
Q4 2025
Reduced 61.94%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,257
shares
|
$40,550
0.09% of portfolio
|
Q3 2024
Added 178.1%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,234
shares
|
$39,808
0.0% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
1,212
shares
|
$39,099
0.0% of portfolio
|
Q3 2025
Added 87.33%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,153
shares
|
$37,195
0.0% of portfolio
|
Q3 2025
Added 15.65%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,137
shares
|
$36,679
0.01% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
1,122
shares
|
$36,195
0.0% of portfolio
|
Q2 2025
Reduced 20.99%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
1,059
shares
|
$34,163
0.01% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,016
shares
|
$32,776
0.0% of portfolio
|
Q1 2025
Reduced 67.18%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$32,259
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
996
shares
|
$32,130
0.0% of portfolio
|
Q4 2024
Added 53.47%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
985
shares
|
$31,776
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
904
shares
|
$29,163
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
900
shares
|
$29,034
0.03% of portfolio
|
Q4 2022
Reduced 66.2%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
890
shares
|
$28,711
0.01% of portfolio
|
Q3 2025
New holding
|
|