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 1,633 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 |
|---|---|---|---|---|---|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
264,699
shares
|
$8.4 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
263,300
shares
|
$8.36 Million
1.41% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
263,011
shares
|
$8.35 Million
0.08% of portfolio
|
Q2 2025
Added 21.86%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
261,030
shares
|
$8.29 Million
2.78% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
259,569
shares
|
$8.24 Million
1.24% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
259,017
shares
|
$8.22 Million
0.19% of portfolio
|
Q2 2025
Added 192.28%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
256,756
shares
|
$8.15 Million
1.38% of portfolio
|
Q2 2025
Added 23.28%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
254,986
shares
|
$8.09 Million
1.66% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Madden Securities Corp
|
Oct 23, 2025 Q3 2025 |
254,763
shares
|
$8.09 Million
3.64% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
252,645
shares
|
$8.02 Million
0.1% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
251,880
shares
|
$7.99 Million
0.16% of portfolio
|
Q2 2025
Added 96.21%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
250,924
shares
|
$7.96 Million
0.23% of portfolio
|
Q3 2025
Reduced 7.4%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
249,920
shares
|
$7.93 Million
2.13% of portfolio
|
Q2 2025
Added 73.49%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
248,434
shares
|
$7.89 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Aug 07, 2025 Q2 2025 |
247,157
shares
|
$7.84 Million
4.75% of portfolio
|
Q2 2025
Added 90103.28%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
243,686
shares
|
$7.73 Million
0.06% of portfolio
|
Q2 2025
Added 48.4%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
243,416
shares
|
$7.73 Million
2.19% of portfolio
|
Q2 2025
New holding
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Aug 11, 2025 Q2 2025 |
241,854
shares
|
$7.68 Million
6.22% of portfolio
|
Q2 2025
Added 72.59%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
240,841
shares
|
$7.64 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
239,349
shares
|
$7.6 Million
3.45% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
236,869
shares
|
$7.52 Million
3.46% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
233,783
shares
|
$7.42 Million
0.99% of portfolio
|
Q3 2025
Added 40.27%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
232,317
shares
|
$7.37 Million
1.8% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
232,016
shares
|
$7.36 Million
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
231,828
shares
|
$7.36 Million
1.19% of portfolio
|
Q2 2025
Reduced 30.14%
|