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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
56,348
shares
|
$1.79 Million
0.05% of portfolio
|
Q3 2025
Added 10.18%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
56,200
shares
|
$1.78 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
56,105
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
55,680
shares
|
$1.77 Million
0.26% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
55,662
shares
|
$1.77 Million
0.91% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
55,508
shares
|
$1.76 Million
1.42% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
55,143
shares
|
$1.75 Million
0.59% of portfolio
|
Q4 2024
Added 310.26%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
55,024
shares
|
$1.75 Million
0.43% of portfolio
|
Q3 2025
Added 13.61%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
54,900
shares
|
$1.74 Million
0.03% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 14, 2025 Q3 2025 |
54,629
shares
|
$1.73 Million
0.74% of portfolio
|
Q3 2025
Added 13.08%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Oct 09, 2025 Q3 2025 |
54,623
shares
|
$1.73 Million
1.32% of portfolio
|
Q3 2025
New holding
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
54,391
shares
|
$1.73 Million
0.35% of portfolio
|
Q2 2025
Reduced 20.24%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
54,387
shares
|
$1.73 Million
0.15% of portfolio
|
Q2 2025
Reduced 13.1%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
54,383
shares
|
$1.73 Million
0.08% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
53,149
shares
|
$1.69 Million
1.98% of portfolio
|
Q3 2025
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
52,854
shares
|
$1.68 Million
0.13% of portfolio
|
Q3 2022
Added 964.75%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
52,434
shares
|
$1.66 Million
0.38% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
52,301
shares
|
$1.66 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Bg Investment Services, Inc.
|
Oct 31, 2025 Q3 2025 |
51,860
shares
|
$1.65 Million
1.74% of portfolio
|
Q3 2025
Added 416.95%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
51,731
shares
|
$1.64 Million
0.09% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
51,726
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 31, 2025 Q3 2025 |
51,584
shares
|
$1.64 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
50,648
shares
|
$1.61 Million
0.28% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
50,581
shares
|
$1.61 Million
0.06% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
50,412
shares
|
$1.6 Million
0.2% of portfolio
|
Q2 2025
Added 484.69%
|