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 |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
3,276
shares
|
$103,980
0.0% of portfolio
|
Q3 2025
Added 301.96%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
3,260
shares
|
$103,472
0.04% of portfolio
|
Q4 2024
Added 199.08%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,206
shares
|
$101,758
0.06% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
3,143
shares
|
$99,758
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
3,128
shares
|
$99,282
0.0% of portfolio
|
Q1 2025
Added 29.9%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
3,125
shares
|
$99,187
0.0% of portfolio
|
Q3 2025
Added 60.26%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
3,032
shares
|
$96,235
0.04% of portfolio
|
Q4 2024
Added 226.02%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
3,014
shares
|
$95,664
0.01% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
3,000
shares
|
$95,220
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
2,936
shares
|
$93,188
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
2,926
shares
|
$92,871
0.01% of portfolio
|
Q3 2025
Reduced 21.32%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
2,880
shares
|
$91,411
0.02% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
2,843
shares
|
$90,236
0.02% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,764
shares
|
$87,729
0.03% of portfolio
|
Q2 2024
Added 4.22%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
2,736
shares
|
$86,840
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
2,685
shares
|
$85,221
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,675
shares
|
$84,904
0.01% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
2,671
shares
|
$84,777
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
2,638
shares
|
$83,730
0.04% of portfolio
|
Q1 2025
Reduced 96.01%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
2,586
shares
|
$82,079
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
2,542
shares
|
$80,683
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
2,541
shares
|
$80,651
0.03% of portfolio
|
Q3 2025
Added 145.51%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
2,516
shares
|
$79,857
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,508
shares
|
$79,603
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,500
shares
|
$79,350
0.03% of portfolio
|
Q4 2023
New holding
|