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 1,628 institutions that hold shares in the stock, with a total of 815 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 |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
229,207
shares
|
$7.28 Million
0.36% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
227,848
shares
|
$7.23 Million
0.73% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
227,419
shares
|
$7.22 Million
0.56% of portfolio
|
Q2 2025
Added 29.02%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
226,496
shares
|
$7.19 Million
2.63% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
225,323
shares
|
$7.15 Million
1.57% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
224,798
shares
|
$7.14 Million
5.51% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
224,684
shares
|
$7.13 Million
0.47% of portfolio
|
Q3 2025
Added 111.86%
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
224,645
shares
|
$7.13 Million
0.75% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
223,534
shares
|
$7.09 Million
1.99% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
221,386
shares
|
$7.03 Million
0.59% of portfolio
|
Q2 2025
Added 24.08%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
220,638
shares
|
$7 Million
1.32% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
219,830
shares
|
$6.98 Million
2.01% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
218,248
shares
|
$6.93 Million
4.56% of portfolio
|
Q3 2025
Added 11.87%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
218,182
shares
|
$6.93 Million
0.01% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
217,594
shares
|
$6.91 Million
0.34% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
217,542
shares
|
$6.9 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
217,257
shares
|
$6.9 Million
0.88% of portfolio
|
Q3 2025
Added 44.58%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
216,006
shares
|
$6.86 Million
6.12% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
214,833
shares
|
$6.82 Million
0.49% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
214,541
shares
|
$6.81 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
212,025
shares
|
$6.73 Million
2.55% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
211,808
shares
|
$6.72 Million
0.01% of portfolio
|
Q2 2025
Added 63.38%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Oct 28, 2025 Q3 2025 |
210,050
shares
|
$6.67 Million
3.82% of portfolio
|
Q3 2025
Added 26.09%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
210,016
shares
|
$6.67 Million
3.38% of portfolio
|
Q2 2025
Added 20.19%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
205,160
shares
|
$6.51 Million
0.07% of portfolio
|
Q2 2025
Reduced 55.19%
|