Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / US LCAP GR ETF
-
Total 13F shares
-
129,485,443
-
Share change
-
+5,204,987
-
Total reported value
-
$4,221,328,873
-
Price per share
-
$32.62
-
Number of holders
-
392
-
Value change
-
+$168,023,889
-
Number of buys
-
180
-
Number of sells
-
160
Institutional Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q4 2025
As of 31 Dec 2025,
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) was held by
392 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
129,485,443 shares.
The largest 10 holders included
MATHER GROUP, LLC., Thrive Wealth Management, LLC, Focus Financial Network, Inc., Marquette Asset Management, LLC, PARK AVENUE SECURITIES LLC, HHM Wealth Advisors, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Savvy Advisors, Inc., HRC WEALTH MANAGEMENT, LLC, and BIP Wealth, LLC.
This page lists
392
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.