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 1,702 institutions that hold shares in the stock, with a total of 862 Million shares, which have been reported (via 13F filing form) to have a value of $27.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
5,466,642
shares
|
$176 Million
0.91% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,955,408
shares
|
$160 Million
0.2% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
4,950,788
shares
|
$160 Million
22.36% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
4,922,527
shares
|
$159 Million
24.09% of portfolio
|
Q4 2025
Reduced 0.92%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
4,761,784
shares
|
$154 Million
5.41% of portfolio
|
Q4 2025
Added 0.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
4,401,983
shares
|
$142 Million
0.03% of portfolio
|
Q3 2025
Added 14.57%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
4,359,851
shares
|
$141 Million
0.91% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
4,244,236
shares
|
$137 Million
20.63% of portfolio
|
Q4 2025
Reduced 1.21%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
3,646,617
shares
|
$118 Million
1.01% of portfolio
|
Q4 2025
Added 12.79%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
3,643,232
shares
|
$118 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
3,615,280
shares
|
$117 Million
13.6% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
Nov 03, 2025 Q3 2025 |
3,588,350
shares
|
$116 Million
29.72% of portfolio
|
Q3 2025
Added 15.07%
|
|
|
Krilogy Financial LLC
|
Jan 27, 2026 Q4 2025 |
3,465,069
shares
|
$112 Million
4.21% of portfolio
|
Q4 2025
Added 7.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
3,283,430
shares
|
$106 Million
0.29% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
3,215,099
shares
|
$104 Million
0.14% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,181,896
shares
|
$103 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
3,109,536
shares
|
$100 Million
0.15% of portfolio
|
Q4 2025
Added 0.8%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jan 27, 2026 Q4 2025 |
3,096,774
shares
|
$99.9 Million
17.07% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
3,044,766
shares
|
$98.2 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
2,940,881
shares
|
$94.9 Million
16.68% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
2,901,375
shares
|
$93.6 Million
0.2% of portfolio
|
Q4 2025
Reduced 5.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,865,973
shares
|
$92.5 Million
0.02% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 23, 2026 Q4 2025 |
2,853,067
shares
|
$92 Million
16.65% of portfolio
|
Q4 2025
Reduced 1.93%
|
|
|
Gemmer Asset Management LLC
|
Jan 23, 2026 Q4 2025 |
2,702,334
shares
|
$87.2 Million
6.66% of portfolio
|
Q4 2025
Added 34.56%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
2,476,025
shares
|
$79.9 Million
0.25% of portfolio
|
Q3 2025
Added 376.77%
|
|