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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
182,707
shares
|
$5.8 Million
0.37% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
182,010
shares
|
$5.78 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
180,704
shares
|
$5.74 Million
2.74% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
177,669
shares
|
$5.64 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Eagle Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
177,228
shares
|
$5.63 Million
2.14% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
176,515
shares
|
$5.6 Million
0.17% of portfolio
|
Q3 2025
Reduced 34.34%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
175,944
shares
|
$5.58 Million
0.08% of portfolio
|
Q2 2025
Added 124.83%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
174,493
shares
|
$5.54 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
174,258
shares
|
$5.53 Million
2.16% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
172,989
shares
|
$5.49 Million
1.7% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
171,554
shares
|
$5.45 Million
2.66% of portfolio
|
Q3 2025
Added 64.66%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
171,358
shares
|
$5.44 Million
2.0% of portfolio
|
Q2 2025
Added 98.35%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
170,568
shares
|
$5.41 Million
2.08% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
170,051
shares
|
$5.4 Million
3.05% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
169,894
shares
|
$5.39 Million
1.18% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
169,889
shares
|
$5.39 Million
0.56% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
169,398
shares
|
$5.38 Million
0.32% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Oct 28, 2025 Q3 2025 |
168,100
shares
|
$5.34 Million
2.57% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
167,913
shares
|
$5.33 Million
0.38% of portfolio
|
Q2 2025
Added 17.69%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
167,440
shares
|
$5.31 Million
4.14% of portfolio
|
Q3 2025
Added 9.44%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 23, 2025 Q3 2025 |
167,251
shares
|
$5.31 Million
0.72% of portfolio
|
Q3 2025
Reduced 73.2%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
165,517
shares
|
$5.25 Million
0.55% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
164,714
shares
|
$5.23 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
164,538
shares
|
$5.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 65.41%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
164,191
shares
|
$5.21 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.91%
|