Latest Period
Q1 2026
Security Snapshot
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) Institutional Ownership
CUSIP: 808524300
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
1,603
Shares (Excl. Options)
901,519,822
Price
$29.13
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- Security type / class
- Equity / US LCAP GR ETF
- Symbol
- SCHG
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 901,519,822
- Total 13F value
- $26,328,697,457
- Portfolio coverage rank
- 0.21%
- Share change
- +38,197,511
- Value change
- +$1,138,570,771
- Number of holders
- 1,603
- SEC-reported price per share
- $34.32
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF is tracked under CUSIP 808524300.
- 1603 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 1,623 to 1,603 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $28,225,161,188 to $26,328,697,457.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 1603 institutions filings for Q1 2026.
Security key
808524300
Latest holder period
Q1 2026
13F holders
1,603
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 808524300:
As of 31 Mar 2026, 1,603 institutional investors reported holding 901,519,822 shares of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 901,519,822 | $26,328,697,457 | +$1,138,570,771 | $29.13 | 1,603 |
| 2025 Q4 | 865,919,161 | $28,225,161,188 | +$962,174,555 | $32.62 | 1,623 |
| 2025 Q3 | 830,315,325 | $26,491,023,812 | +$1,150,234,829 | $31.91 | 1,499 |
| 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 |