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 |
|---|---|---|---|---|---|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
162,915
shares
|
$5.17 Million
4.65% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
161,338
shares
|
$5.12 Million
1.19% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
161,263
shares
|
$5.12 Million
0.06% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Oct 22, 2025 Q3 2025 |
161,006
shares
|
$5.11 Million
3.56% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
160,109
shares
|
$5.08 Million
0.04% of portfolio
|
Q3 2022
Added 1.0%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
158,902
shares
|
$5.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.39%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
158,860
shares
|
$5.04 Million
2.07% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Aug 08, 2025 Q2 2025 |
158,711
shares
|
$5.04 Million
2.43% of portfolio
|
Q2 2025
Reduced 21.22%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
158,122
shares
|
$5.02 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
156,753
shares
|
$4.98 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
155,533
shares
|
$4.94 Million
3.12% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 16, 2025 Q3 2025 |
154,439
shares
|
$4.9 Million
1.31% of portfolio
|
Q3 2025
Added 194.48%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
154,277
shares
|
$4.9 Million
1.4% of portfolio
|
Q2 2025
Added 42.66%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
154,253
shares
|
$4.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
154,124
shares
|
$4.89 Million
2.39% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
154,054
shares
|
$4.89 Million
3.56% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Boyd Wealth Management, LLC
|
Oct 30, 2025 Q3 2025 |
153,752
shares
|
$4.88 Million
2.12% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
152,778
shares
|
$4.85 Million
0.02% of portfolio
|
Q2 2025
Added 121.21%
|
|
|
Baring Financial LLC
Bellingham, WA |
Oct 06, 2025 Q3 2025 |
151,611
shares
|
$4.81 Million
3.3% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
151,489
shares
|
$4.81 Million
0.31% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
151,459
shares
|
$4.81 Million
0.64% of portfolio
|
Q2 2025
Added 173.18%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
150,534
shares
|
$4.78 Million
0.31% of portfolio
|
Q2 2025
Added 24.44%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
150,158
shares
|
$4.77 Million
3.4% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
149,006
shares
|
$4.73 Million
0.6% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
147,208
shares
|
$4.67 Million
0.0% of portfolio
|
Q2 2025
Added 2.86%
|