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 |
|---|---|---|---|---|---|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
75,913
shares
|
$2.41 Million
1.77% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
75,655
shares
|
$2.4 Million
0.86% of portfolio
|
Q3 2025
Reduced 23.98%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
75,509
shares
|
$2.4 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
75,395
shares
|
$2.39 Million
1.68% of portfolio
|
Q1 2024
Added 14.29%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
75,056
shares
|
$2.38 Million
1.15% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
74,665
shares
|
$2.37 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
74,395
shares
|
$2.36 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
74,139
shares
|
$2.35 Million
0.37% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
73,948
shares
|
$2.35 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
73,831
shares
|
$2.34 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
73,453
shares
|
$2.33 Million
0.53% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
73,452
shares
|
$2.33 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
73,325
shares
|
$2.33 Million
0.2% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
73,191
shares
|
$2.32 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
73,188
shares
|
$2.32 Million
0.27% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
73,113
shares
|
$2.32 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
72,860
shares
|
$2.31 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
72,782
shares
|
$2.31 Million
0.09% of portfolio
|
Q2 2025
Added 22.77%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
72,674
shares
|
$2.31 Million
0.09% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
72,543
shares
|
$2.3 Million
1.16% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
72,541
shares
|
$2.3 Million
0.26% of portfolio
|
Q3 2025
Added 13.77%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
72,224
shares
|
$2.29 Million
1.18% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
72,086
shares
|
$2.29 Million
0.07% of portfolio
|
Q2 2025
Reduced 85.96%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
71,980
shares
|
$2.28 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
71,901
shares
|
$2.28 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.55%
|