SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / US LCAP GR ETF
Symbol
SCHG
Price per share
$32.62
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
827,494,453
Total reported value
$26,400,743,511
% of total 13F portfolios
0.24%
Share change
+35,102,129
Value change
+$1,136,853,810
Number of holders
1,487
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 1,487 institutional investors reported holding 827,494,453 shares of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG).

Institutional Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 77,942,977 $2,540,840,861 +$39,944,550 $32.62 143
2025 Q3 827,494,453 $26,400,743,511 +$1,136,853,810 $31.91 1,487
2025 Q2 800,841,576 $23,397,141,857 +$1,888,792,738 $29.21 1,448
2025 Q1 726,932,262 $18,209,691,001 +$688,457,039 $25.04 1,354
2024 Q4 689,856,405 $19,227,799,400 +$13,596,467,096 $27.87 1,348
2024 Q3 165,427,314 $17,149,680,335 +$451,786,140 $104.18 1,179
2024 Q2 163,249,996 $16,384,554,807 +$370,658,981 $100.84 1,157
2024 Q1 159,897,377 $14,728,680,857 +$344,099,971 $92.72 1,114
2023 Q4 1,035,334 $85,891,291 +$64,178 $82.96 25
2023 Q3 141,278,911 $10,279,033,851 -$84,315,924 $72.72 947
2023 Q2 145,922,208 $10,932,862,419 +$216,631,581 $74.95 916
2023 Q1 144,746,004 $9,434,578,935 +$243,062,314 $65.17 870
2022 Q4 139,252,758 $7,749,911,435 +$576,709,875 $55.56 835
2022 Q3 129,092,282 $7,209,393,990 +$181,599,441 $55.81 764
2022 Q2 125,728,211 $7,308,297,030 +$331,331,798 $57.99 762
2022 Q1 114,590,112 $8,565,037,179 +$4,285,110,658 $74.82 791
2021 Q4 57,847,455 $9,451,685,126 +$393,963,066 $163.75 812
2021 Q3 53,651,549 $7,952,766,373 -$46,144,385 $148.09 720
2021 Q2 54,292,461 $7,929,206,416 -$57,399,652 $145.96 684
2021 Q1 55,266,461 $7,185,707,814 -$345,297,128 $129.78 669
2020 Q4 57,722,702 $7,421,175,393 -$87,357,639 $128.41 657
2020 Q3 55,045,203 $6,339,457,783 -$10,018,605 $115.17 579
2020 Q2 54,693,664 $5,554,888,123 +$560,147,334 $101.54 563
2020 Q1 47,715,905 $3,815,626,615 +$12,536,192 $79.65 543
2019 Q4 48,372,232 $4,496,348,333 -$794,084,442 $92.91 548
2019 Q3 56,363,715 $4,735,257,998 +$1,063,408,478 $84.01 470
2019 Q2 43,965,206 $3,664,024,239 +$165,559,412 $83.21 460
2019 Q1 41,893,524 $3,329,340,032 +$342,413,175 $79.43 432
2018 Q4 37,075,034 $2,559,708,500 -$88,195,732 $68.93 393
2018 Q3 36,088,514 $2,953,801,166 -$107,714,497 $82.02 363
2018 Q2 34,086,652 $2,578,875,508 +$299,979,344 $75.78 347
2018 Q1 30,805,051 $2,207,217,616 +$86,143,158 $71.71 327
2017 Q4 29,732,127 $2,102,725,174 +$43,237,193 $70.71 320
2017 Q3 27,462,349 $1,815,486,891 -$121,629,388 $66.07 263
2017 Q2 28,979,463 $1,802,071,050 +$157,636,499 $63.20 252
2017 Q1 26,210,581 $1,582,018,293 +$119,647,250 $60.48 218
2016 Q4 24,328,286 $1,359,003,083 +$564,685,990 $55.83 205
2016 Q3 16,611,302 $909,962,331 +$62,993,509 $55.48 180
2016 Q2 15,548,234 $815,767,302 +$119,780,640 $52.47 168
2016 Q1 13,226,043 $693,071,953 +$63,698,073 $52.42 166
2015 Q4 11,945,511 $630,835,409 +$77,142,561 $52.83 163
2015 Q3 10,571,583 $528,915,613 +$2,699,729 $49.98 141
2015 Q2 7,766,733 $416,873,985 +$30,067,649 $53.67 130
2015 Q1 7,182,714 $386,903,454 -$1,185,350 $53.87 127
2014 Q4 7,064,051 $365,724,988 +$35,605,540 $51.79 114
2014 Q3 5,710,961 $280,663,659 +$23,307,321 $49.18 81
2014 Q2 5,285,222 $256,435,751 -$9,535,761 $48.52 77
2014 Q1 5,415,810 $249,131,718 +$42,164,783 $46.00 66