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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
412,349
shares
|
$13.1 Million
0.35% of portfolio
|
Q2 2025
Added 29.14%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
412,011
shares
|
$13.1 Million
13.61% of portfolio
|
Q3 2025
Reduced 9.18%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
409,139
shares
|
$13 Million
0.2% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
408,818
shares
|
$13 Million
2.16% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
408,031
shares
|
$13 Million
5.57% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
405,091
shares
|
$12.9 Million
0.55% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
401,217
shares
|
$12.7 Million
1.53% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
397,164
shares
|
$12.6 Million
3.78% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
394,455
shares
|
$12.5 Million
7.39% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
393,347
shares
|
$12.5 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
391,603
shares
|
$12.4 Million
2.47% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
390,296
shares
|
$12.4 Million
7.6% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
389,458
shares
|
$12.4 Million
3.78% of portfolio
|
Q3 2025
Added 18.2%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
385,585
shares
|
$12.2 Million
9.49% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
383,491
shares
|
$12.2 Million
3.45% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
379,914
shares
|
$12.1 Million
0.43% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
374,789
shares
|
$11.9 Million
6.79% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
367,653
shares
|
$11.7 Million
0.23% of portfolio
|
Q2 2025
Added 16.86%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
354,709
shares
|
$11.3 Million
4.55% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
350,744
shares
|
$11.1 Million
0.02% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
346,509
shares
|
$11 Million
4.75% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
346,169
shares
|
$11 Million
0.21% of portfolio
|
Q3 2025
Added 11.96%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
345,340
shares
|
$11 Million
0.48% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Mc Carthy Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
344,756
shares
|
$10.9 Million
8.39% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
344,321
shares
|
$10.9 Million
8.66% of portfolio
|
Q3 2025
Added 0.33%
|