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 1,624 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 |
|---|---|---|---|---|---|
|
Hrc Wealth Management, LLC
Moscow, ID |
Oct 15, 2025 Q3 2025 |
2,269,773
shares
|
$72 Million
35.32% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
2,267,841
shares
|
$72 Million
5.31% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
2,252,676
shares
|
$71.5 Million
9.89% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,251,048
shares
|
$71.4 Million
0.43% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
2,124,997
shares
|
$67.4 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
2,109,063
shares
|
$66.9 Million
0.32% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,087,707
shares
|
$66.3 Million
4.21% of portfolio
|
Q2 2025
Reduced 21.69%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,085,902
shares
|
$66.2 Million
0.01% of portfolio
|
Q2 2025
Added 15.37%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
2,076,826
shares
|
$65.9 Million
4.58% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
2,023,549
shares
|
$64.2 Million
0.49% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
2,020,286
shares
|
$64.1 Million
0.13% of portfolio
|
Q2 2025
Added 296.36%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
2,008,315
shares
|
$63.7 Million
5.37% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
1,997,526
shares
|
$63.4 Million
6.88% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
1,984,470
shares
|
$63 Million
3.19% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
1,942,809
shares
|
$61.7 Million
5.82% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,874,072
shares
|
$59.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
1,867,657
shares
|
$59.3 Million
9.49% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
1,851,661
shares
|
$58.8 Million
3.96% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,839,853
shares
|
$58.4 Million
0.4% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
1,833,950
shares
|
$58.2 Million
0.61% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
1,831,771
shares
|
$58.1 Million
2.02% of portfolio
|
Q2 2025
Added 25.91%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
1,831,652
shares
|
$58.1 Million
2.91% of portfolio
|
Q3 2025
Added 10.03%
|
|
|
Northern Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
1,806,661
shares
|
$57.3 Million
31.04% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
1,787,599
shares
|
$56.7 Million
0.71% of portfolio
|
Q2 2025
Reduced 35.72%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,725,277
shares
|
$54.8 Million
2.35% of portfolio
|
Q2 2025
Added 51.0%
|