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 |
|---|---|---|---|---|---|
|
Fidelis I M, LLC
Medford, OR |
Jul 25, 2025 Q2 2025 |
204,985
shares
|
$6.51 Million
2.71% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
203,727
shares
|
$6.47 Million
2.14% of portfolio
|
Q3 2025
Added 50.53%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
200,178
shares
|
$6.35 Million
0.32% of portfolio
|
Q2 2025
Reduced 11.8%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
199,772
shares
|
$6.34 Million
2.87% of portfolio
|
Q3 2024
Added 22.98%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
197,968
shares
|
$6.28 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
197,955
shares
|
$6.28 Million
0.05% of portfolio
|
Q2 2025
Added 28.09%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
196,932
shares
|
$6.25 Million
0.03% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
196,514
shares
|
$6.24 Million
0.21% of portfolio
|
Q2 2025
Added 27.11%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
196,485
shares
|
$6.24 Million
0.19% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
196,027
shares
|
$6.22 Million
4.29% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
195,254
shares
|
$6.2 Million
2.44% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
194,507
shares
|
$6.17 Million
1.51% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
194,251
shares
|
$6.17 Million
0.29% of portfolio
|
Q2 2025
Added 110.56%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
193,696
shares
|
$6.15 Million
0.03% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
193,247
shares
|
$6.13 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
192,959
shares
|
$6.12 Million
1.79% of portfolio
|
Q3 2025
Added 34.7%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
192,187
shares
|
$6.1 Million
0.07% of portfolio
|
Q2 2025
Added 34.66%
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
191,153
shares
|
$6.07 Million
3.36% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
190,339
shares
|
$6.04 Million
0.27% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
189,826
shares
|
$6.03 Million
0.15% of portfolio
|
Q3 2025
Added 10.42%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
186,833
shares
|
$5.93 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
186,741
shares
|
$5.93 Million
11.7% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
184,773
shares
|
$5.86 Million
0.39% of portfolio
|
Q2 2025
Added 55.49%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
183,622
shares
|
$5.83 Million
0.41% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
183,598
shares
|
$5.83 Million
0.51% of portfolio
|
Q3 2025
Added 20.06%
|