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 1,684 institutions that hold shares in the stock, with a total of 854 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 |
|---|---|---|---|---|---|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
256
shares
|
$8,258
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
252
shares
|
$8,129
0.0% of portfolio
|
Q4 2024
Added 869.23%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
250
shares
|
$8,064
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
249
shares
|
$8,032
0.0% of portfolio
|
Q3 2025
Added 10.18%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
248
shares
|
$8,000
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
236
shares
|
$7,613
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
206
shares
|
$6,645
0.01% of portfolio
|
Q1 2022
Added 2475.0%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
200
shares
|
$6,452
0.0% of portfolio
|
Q3 2025
Added 769.57%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
198
shares
|
$6,387
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
194
shares
|
$6,258
0.0% of portfolio
|
Q4 2022
Reduced 75.54%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
184
shares
|
$5,935
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
180
shares
|
$5,806
0.0% of portfolio
|
Q2 2025
Reduced 86.49%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
176
shares
|
$5,677
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
176
shares
|
$5,677
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
165
shares
|
$5,322
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
162
shares
|
$5,226
0.0% of portfolio
|
Q3 2025
Reduced 87.02%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
156
shares
|
$5,032
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
156
shares
|
$5,032
0.0% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
147
shares
|
$4,742
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 14, 2025 Q3 2025 |
141
shares
|
$4,548
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
133
shares
|
$4,290
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
119
shares
|
$3,838
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
112
shares
|
$3,613
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
108
shares
|
$3,484
0.0% of portfolio
|
Q3 2025
Reduced 94.56%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
100
shares
|
$3,226
0.0% of portfolio
|
Q1 2025
Reduced 62.41%
|
|