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 1,636 institutions that hold shares in the stock, with a total of 832 Million shares, which have been reported (via 13F filing form) to have a value of $26.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
84,587
shares
|
$2.68 Million
0.2% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
83,359
shares
|
$2.65 Million
0.07% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
83,244
shares
|
$2.64 Million
0.05% of portfolio
|
Q2 2025
Added 58.91%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
82,810
shares
|
$2.63 Million
0.21% of portfolio
|
Q2 2025
Reduced 25.02%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
82,711
shares
|
$2.63 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
82,248
shares
|
$2.61 Million
0.91% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
82,208
shares
|
$2.61 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
81,888
shares
|
$2.6 Million
0.38% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
81,716
shares
|
$2.59 Million
0.85% of portfolio
|
Q4 2024
Added 300.02%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
81,609
shares
|
$2.59 Million
1.67% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
81,441
shares
|
$2.58 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
81,211
shares
|
$2.58 Million
0.14% of portfolio
|
Q2 2025
Added 264.7%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
80,609
shares
|
$2.56 Million
0.09% of portfolio
|
Q3 2025
Reduced 21.59%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
80,578
shares
|
$2.56 Million
0.75% of portfolio
|
Q3 2025
Added 9.97%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
80,408
shares
|
$2.55 Million
0.96% of portfolio
|
Q3 2025
Reduced 63.7%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
80,160
shares
|
$2.54 Million
1.09% of portfolio
|
Q4 2024
Added 291.75%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
79,244
shares
|
$2.52 Million
0.19% of portfolio
|
Q2 2025
Reduced 12.39%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
79,010
shares
|
$2.51 Million
2.15% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
77,894
shares
|
$2.47 Million
0.62% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
77,844
shares
|
$2.47 Million
1.03% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
77,673
shares
|
$2.47 Million
0.09% of portfolio
|
Q3 2025
Added 22.74%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
77,620
shares
|
$2.46 Million
1.44% of portfolio
|
Q2 2025
Added 63.9%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
77,470
shares
|
$2.46 Million
0.25% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
76,113
shares
|
$2.42 Million
0.55% of portfolio
|
Q2 2025
Reduced 12.34%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
76,078
shares
|
$2.41 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.29%
|