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 1,632 institutions that hold shares in the stock, with a total of 816 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 |
|---|---|---|---|---|---|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
301,395
shares
|
$9.57 Million
1.71% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
301,157
shares
|
$9.56 Million
0.6% of portfolio
|
Q3 2025
Reduced 35.36%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
300,439
shares
|
$9.54 Million
0.83% of portfolio
|
Q1 2023
Reduced 3.8%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
300,028
shares
|
$9.52 Million
2.51% of portfolio
|
Q2 2025
New holding
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
299,717
shares
|
$9.51 Million
2.11% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
295,751
shares
|
$9.39 Million
3.52% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
294,459
shares
|
$9.35 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
291,723
shares
|
$9.26 Million
2.46% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
291,346
shares
|
$9.25 Million
0.11% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
289,841
shares
|
$9.2 Million
5.76% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
287,889
shares
|
$9.14 Million
3.22% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
287,471
shares
|
$9.12 Million
2.76% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
284,961
shares
|
$9.04 Million
1.08% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
284,264
shares
|
$9.02 Million
2.16% of portfolio
|
Q2 2025
Added 2848.49%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
283,590
shares
|
$9 Million
1.11% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
282,450
shares
|
$8.96 Million
13.65% of portfolio
|
Q2 2023
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
282,250
shares
|
$8.96 Million
4.4% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
280,917
shares
|
$8.92 Million
0.02% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
270,876
shares
|
$8.6 Million
3.02% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
269,457
shares
|
$8.55 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
268,103
shares
|
$8.51 Million
2.75% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
267,793
shares
|
$8.5 Million
1.21% of portfolio
|
Q3 2025
Reduced 37.23%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
265,307
shares
|
$8.42 Million
4.1% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
264,923
shares
|
$8.41 Million
5.35% of portfolio
|
Q2 2025
New holding
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
264,699
shares
|
$8.4 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.08%
|