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 |
|---|---|---|---|---|---|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
133,245
shares
|
$4.23 Million
0.37% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
133,152
shares
|
$4.23 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
132,969
shares
|
$4.22 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
132,201
shares
|
$4.2 Million
0.13% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
132,146
shares
|
$4.19 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
131,722
shares
|
$4.18 Million
2.46% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
129,814
shares
|
$4.12 Million
1.27% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
129,510
shares
|
$4.11 Million
0.16% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
129,192
shares
|
$4.1 Million
1.19% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
128,673
shares
|
$4.08 Million
0.09% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
128,641
shares
|
$4.08 Million
0.7% of portfolio
|
Q3 2025
Added 63.34%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
128,552
shares
|
$4.08 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
128,001
shares
|
$4.06 Million
2.09% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
127,672
shares
|
$4.05 Million
1.24% of portfolio
|
Q2 2025
Added 319.77%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
127,376
shares
|
$4.04 Million
0.76% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
127,373
shares
|
$4.04 Million
0.93% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
126,891
shares
|
$4.03 Million
1.23% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
126,368
shares
|
$4.01 Million
0.3% of portfolio
|
Q3 2022
Added 3.35%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
125,023
shares
|
$3.97 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
122,059
shares
|
$3.87 Million
0.74% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
120,546
shares
|
$3.83 Million
0.47% of portfolio
|
Q3 2022
Reduced 2.35%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
120,185
shares
|
$3.81 Million
2.95% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
120,036
shares
|
$3.81 Million
0.74% of portfolio
|
Q3 2025
Added 50.07%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
119,363
shares
|
$3.79 Million
1.87% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
117,870
shares
|
$3.74 Million
0.01% of portfolio
|
Q3 2025
Added 7.54%
|