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 |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
108,134
shares
|
$3.43 Million
0.08% of portfolio
|
Q3 2025
Added 165.03%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
107,939
shares
|
$3.43 Million
0.23% of portfolio
|
Q2 2025
Reduced 33.01%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 28, 2025 Q3 2025 |
107,922
shares
|
$3.43 Million
0.85% of portfolio
|
Q3 2025
Reduced 16.91%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
107,397
shares
|
$3.41 Million
0.31% of portfolio
|
Q3 2025
Added 84.6%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
106,850
shares
|
$3.39 Million
0.01% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
106,836
shares
|
$3.39 Million
2.68% of portfolio
|
Q2 2025
Added 19.93%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
106,551
shares
|
$3.38 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
106,484
shares
|
$3.38 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
106,229
shares
|
$3.37 Million
1.54% of portfolio
|
Q3 2022
Added 1.29%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
105,121
shares
|
$3.34 Million
0.13% of portfolio
|
Q2 2025
Added 11.53%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
104,728
shares
|
$3.32 Million
1.67% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
104,076
shares
|
$3.3 Million
1.68% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
103,035
shares
|
$3.27 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
102,612
shares
|
$3.26 Million
0.42% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
102,194
shares
|
$3.24 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
102,194
shares
|
$3.24 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
101,595
shares
|
$3.22 Million
0.0% of portfolio
|
Q2 2025
Added 339.23%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
100,709
shares
|
$3.2 Million
2.14% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
99,144
shares
|
$3.15 Million
1.11% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
98,381
shares
|
$3.12 Million
2.26% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
98,181
shares
|
$3.12 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.85%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
97,443
shares
|
$3.09 Million
0.59% of portfolio
|
Q3 2025
Added 35.48%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
97,240
shares
|
$3.09 Million
0.8% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
97,122
shares
|
$3.08 Million
1.67% of portfolio
|
Q4 2024
Added 332.54%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
95,650
shares
|
$3.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.85%
|