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 1,630 institutions that hold shares in the stock, with a total of 817 Million shares, which have been reported (via 13F filing form) to have a value of $25.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
517,010
shares
|
$16.4 Million
4.4% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
516,903
shares
|
$16.4 Million
3.21% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
516,338
shares
|
$16.4 Million
1.73% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
508,661
shares
|
$16.1 Million
0.34% of portfolio
|
Q2 2025
Added 70.23%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
508,041
shares
|
$16.1 Million
1.04% of portfolio
|
Q2 2025
Added 10.02%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
507,813
shares
|
$16.1 Million
3.53% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Aug 05, 2025 Q2 2025 |
498,917
shares
|
$15.8 Million
11.35% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
497,507
shares
|
$15.8 Million
0.84% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
496,204
shares
|
$15.7 Million
0.27% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
495,381
shares
|
$15.7 Million
1.18% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
493,656
shares
|
$15.7 Million
0.4% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
493,182
shares
|
$15.7 Million
5.32% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
491,814
shares
|
$15.6 Million
0.2% of portfolio
|
Q2 2025
Added 201.07%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
485,749
shares
|
$15.4 Million
0.25% of portfolio
|
Q2 2025
Added 31.36%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
483,611
shares
|
$15.3 Million
1.97% of portfolio
|
Q3 2025
Added 32.81%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
483,481
shares
|
$15.3 Million
9.12% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
480,479
shares
|
$15.3 Million
0.13% of portfolio
|
Q1 2025
Added 298.39%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
480,307
shares
|
$15.2 Million
2.68% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 14, 2025 Q2 2025 |
478,458
shares
|
$15.2 Million
3.25% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
477,144
shares
|
$15.1 Million
9.48% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
476,635
shares
|
$15.1 Million
7.05% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
469,935
shares
|
$14.9 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
465,870
shares
|
$14.8 Million
0.6% of portfolio
|
Q2 2025
Added 1083.52%
|
|
|
Guerra Advisors Inc
Miami, FL |
Aug 12, 2025 Q2 2025 |
462,928
shares
|
$14.7 Million
6.39% of portfolio
|
Q2 2025
Added 17.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
462,914
shares
|
$14.7 Million
0.22% of portfolio
|
Q3 2025
Added 8.0%
|