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 1,636 institutions that hold shares in the stock, with a total of 832 Million shares, which have been reported (via 13F filing form) to have a value of $26.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
60,984
shares
|
$1.94 Million
1.57% of portfolio
|
Q3 2025
Added 21.94%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
60,928
shares
|
$1.93 Million
0.04% of portfolio
|
Q2 2025
Added 32.62%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
60,842
shares
|
$1.93 Million
0.11% of portfolio
|
Q2 2024
Added 5.48%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
60,589
shares
|
$1.92 Million
0.09% of portfolio
|
Q2 2025
Added 35.91%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
60,586
shares
|
$1.92 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
60,473
shares
|
$1.92 Million
0.69% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
60,311
shares
|
$1.91 Million
0.53% of portfolio
|
Q2 2025
Added 450.99%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
60,267
shares
|
$1.91 Million
0.37% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
59,889
shares
|
$1.9 Million
0.07% of portfolio
|
Q2 2025
Added 60.62%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
59,772
shares
|
$1.9 Million
0.04% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
59,608
shares
|
$1.89 Million
1.06% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
59,532
shares
|
$1.89 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
59,041
shares
|
$1.87 Million
0.56% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
59,018
shares
|
$1.87 Million
0.2% of portfolio
|
Q3 2025
Reduced 31.3%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
58,808
shares
|
$1.87 Million
1.35% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
58,805
shares
|
$1.87 Million
0.48% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
58,665
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
58,567
shares
|
$1.86 Million
1.21% of portfolio
|
Q2 2025
Added 12.23%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
58,254
shares
|
$1.85 Million
0.27% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
58,002
shares
|
$1.84 Million
0.34% of portfolio
|
Q2 2024
Reduced 5.04%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
57,812
shares
|
$1.83 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
57,462
shares
|
$1.82 Million
0.47% of portfolio
|
Q3 2025
Added 40.27%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
57,457
shares
|
$1.82 Million
9.29% of portfolio
|
Q4 2023
Reduced 0.51%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
57,135
shares
|
$1.81 Million
0.44% of portfolio
|
Q2 2024
Reduced 5.98%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 27, 2025 Q3 2025 |
57,120
shares
|
$1.81 Million
0.38% of portfolio
|
Q4 2024
Added 300.0%
|