As of 30 Sep 2025, 1,487 institutional investors reported holding 827,486,579 shares of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 129,485,443 | $4,221,328,873 | +$168,023,875 | $32.62 | 392 |
| 2025 Q3 | 827,486,579 | $26,400,492,246 | +$1,137,059,761 | $31.91 | 1,487 |
| 2025 Q2 | 800,841,576 | $23,397,141,857 | +$1,888,792,802 | $29.21 | 1,448 |
| 2025 Q1 | 728,479,283 | $18,248,428,416 | +$692,524,295 | $25.04 | 1,360 |
| 2024 Q4 | 703,589,087 | $19,610,537,886 | +$13,924,956,277 | $27.87 | 1,364 |
| 2024 Q3 | 166,055,617 | $17,215,137,403 | +$465,160,576 | $104.18 | 1,190 |
| 2024 Q2 | 164,093,215 | $16,469,589,871 | +$371,418,887 | $100.84 | 1,175 |
| 2024 Q1 | 160,423,076 | $14,777,423,526 | +$388,486,035 | $92.72 | 1,125 |
| 2023 Q4 | 156,648,576 | $12,992,019,460 | +$292,521,789 | $82.96 | 1,088 |
| 2023 Q3 | 149,793,424 | $10,898,234,229 | +$62,021,350 | $72.72 | 966 |
| 2023 Q2 | 148,673,759 | $11,139,091,672 | +$267,469,585 | $74.95 | 933 |
| 2023 Q1 | 145,604,886 | $9,490,646,121 | +$243,344,988 | $65.17 | 885 |
| 2022 Q4 | 140,202,028 | $7,802,653,028 | +$579,518,573 | $55.56 | 851 |
| 2022 Q3 | 129,947,802 | $7,257,141,812 | +$184,762,405 | $55.81 | 776 |
| 2022 Q2 | 126,506,576 | $7,353,435,318 | +$310,780,959 | $57.99 | 775 |
| 2022 Q1 | 121,089,224 | $9,051,308,264 | +$4,531,011,403 | $74.82 | 805 |
| 2021 Q4 | 58,274,751 | $9,521,662,949 | +$382,861,442 | $163.75 | 827 |
| 2021 Q3 | 53,849,401 | $7,984,135,681 | -$37,977,495 | $148.09 | 725 |
| 2021 Q2 | 54,914,248 | $8,020,011,677 | -$66,868,301 | $145.96 | 694 |
| 2021 Q1 | 55,600,712 | $7,229,088,805 | -$336,131,900 | $129.78 | 675 |
| 2020 Q4 | 57,980,794 | $7,454,316,996 | -$88,308,321 | $128.41 | 664 |
| 2020 Q3 | 55,190,737 | $6,356,219,090 | -$5,929,509 | $115.17 | 585 |
| 2020 Q2 | 54,979,123 | $5,587,914,341 | +$546,514,166 | $101.54 | 569 |
| 2020 Q1 | 49,713,576 | $3,974,603,535 | +$82,232,385 | $79.65 | 549 |
| 2019 Q4 | 48,527,070 | $4,510,734,331 | -$794,444,092 | $92.91 | 553 |
| 2019 Q3 | 56,466,092 | $4,743,858,689 | +$1,061,767,875 | $84.01 | 473 |
| 2019 Q2 | 44,090,025 | $3,674,381,711 | +$165,913,737 | $83.21 | 463 |
| 2019 Q1 | 42,013,010 | $3,338,803,226 | +$338,938,278 | $79.43 | 435 |
| 2018 Q4 | 37,209,634 | $2,568,962,041 | -$57,632,574 | $68.93 | 397 |
| 2018 Q3 | 36,214,228 | $2,964,090,395 | +$113,444,657 | $82.02 | 365 |
| 2018 Q2 | 34,212,958 | $2,588,420,552 | +$307,417,271 | $75.78 | 350 |
| 2018 Q1 | 30,914,507 | $2,215,047,999 | +$88,582,366 | $71.71 | 330 |
| 2017 Q4 | 29,824,681 | $2,109,253,448 | +$45,937,682 | $70.71 | 322 |
| 2017 Q3 | 27,462,349 | $1,815,486,891 | -$120,583,165 | $66.07 | 263 |
| 2017 Q2 | 28,979,463 | $1,802,071,050 | +$159,016,534 | $63.20 | 252 |
| 2017 Q1 | 26,210,581 | $1,582,018,293 | +$119,690,702 | $60.48 | 218 |
| 2016 Q4 | 24,328,286 | $1,359,003,083 | +$564,631,968 | $55.83 | 205 |
| 2016 Q3 | 16,611,302 | $909,962,331 | +$62,993,533 | $55.48 | 180 |
| 2016 Q2 | 15,548,234 | $815,767,302 | +$119,780,698 | $52.47 | 168 |
| 2016 Q1 | 13,226,043 | $693,071,953 | +$37,136,843 | $52.42 | 166 |
| 2015 Q4 | 11,945,511 | $630,835,409 | +$77,042,560 | $52.83 | 164 |
| 2015 Q3 | 10,571,583 | $528,915,613 | +$2,466,754 | $49.98 | 140 |
| 2015 Q2 | 7,770,558 | $417,078,985 | +$31,417,490 | $53.67 | 131 |
| 2015 Q1 | 7,182,714 | $386,903,454 | -$1,082,032 | $53.87 | 127 |
| 2014 Q4 | 7,064,051 | $365,724,988 | +$35,605,537 | $51.79 | 114 |
| 2014 Q3 | 5,710,961 | $280,663,659 | +$22,956,675 | $49.18 | 81 |
| 2014 Q2 | 5,292,449 | $256,786,405 | -$9,617,323 | $48.52 | 78 |
| 2014 Q1 | 5,415,810 | $249,131,718 | +$42,164,830 | $46.00 | 66 |