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 |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
340,289
shares
|
$10.8 Million
0.05% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
336,226
shares
|
$10.7 Million
4.92% of portfolio
|
Q2 2025
Reduced 11.33%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
335,988
shares
|
$10.7 Million
0.08% of portfolio
|
Q2 2025
Added 36.05%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
335,303
shares
|
$10.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 35.61%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
334,546
shares
|
$10.6 Million
4.16% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
334,271
shares
|
$10.6 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
332,453
shares
|
$10.6 Million
2.68% of portfolio
|
Q2 2025
Added 3873.38%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
328,281
shares
|
$10.4 Million
0.29% of portfolio
|
Q2 2025
Added 27.1%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
327,066
shares
|
$10.4 Million
0.22% of portfolio
|
Q2 2025
Added 688.3%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Aug 13, 2025 Q2 2025 |
326,121
shares
|
$10.4 Million
7.1% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
324,212
shares
|
$10.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
323,545
shares
|
$10.3 Million
1.17% of portfolio
|
Q2 2023
Reduced 1.02%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
323,002
shares
|
$10.3 Million
7.37% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
322,359
shares
|
$10.2 Million
2.2% of portfolio
|
Q2 2025
Added 69.69%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
322,359
shares
|
$10.2 Million
2.2% of portfolio
|
Q2 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
321,326
shares
|
$10.2 Million
0.99% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
318,021
shares
|
$10.1 Million
4.38% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Bishop & CO Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
318,001
shares
|
$10.1 Million
3.34% of portfolio
|
Q2 2025
Added 54.82%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
317,729
shares
|
$10.1 Million
0.29% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
316,896
shares
|
$10.1 Million
0.06% of portfolio
|
Q3 2025
Added 16.4%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
312,194
shares
|
$9.91 Million
0.93% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
310,876
shares
|
$9.87 Million
3.17% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
307,618
shares
|
$9.76 Million
2.04% of portfolio
|
Q2 2025
Reduced 56.42%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
307,095
shares
|
$9.75 Million
3.51% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
304,737
shares
|
$9.67 Million
0.15% of portfolio
|
Q3 2025
Reduced 31.32%
|