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 |
|---|---|---|---|---|---|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
50,122
shares
|
$1.59 Million
0.95% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
49,997
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Oct 22, 2025 Q3 2025 |
49,816
shares
|
$1.58 Million
0.18% of portfolio
|
Q3 2025
Added 48.15%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
49,801
shares
|
$1.58 Million
0.55% of portfolio
|
Q2 2025
Reduced 25.16%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
49,648
shares
|
$1.58 Million
0.81% of portfolio
|
Q2 2025
Added 47.64%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
49,489
shares
|
$1.57 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
49,413
shares
|
$1.57 Million
0.85% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
49,257
shares
|
$1.56 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
49,217
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2025
Added 16.27%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
48,872
shares
|
$1.55 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
48,594
shares
|
$1.54 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
48,428
shares
|
$1.54 Million
0.31% of portfolio
|
Q2 2025
Added 510.46%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
48,421
shares
|
$1.54 Million
0.09% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
48,353
shares
|
$1.53 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.8%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
48,184
shares
|
$1.53 Million
0.21% of portfolio
|
Q2 2025
Added 38.07%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
47,855
shares
|
$1.52 Million
0.37% of portfolio
|
Q3 2025
Reduced 18.48%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
47,701
shares
|
$1.51 Million
0.1% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
47,643
shares
|
$1.51 Million
0.94% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
47,638
shares
|
$1.51 Million
0.91% of portfolio
|
Q2 2025
Added 101.93%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
47,564
shares
|
$1.51 Million
0.12% of portfolio
|
Q2 2025
Added 45.92%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
47,452
shares
|
$1.51 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Adams Asset Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
46,858
shares
|
$1.49 Million
0.23% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
46,769
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2025
Reduced 77.2%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
46,744
shares
|
$1.48 Million
0.19% of portfolio
|
Q3 2025
Reduced 18.37%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Aug 13, 2025 Q2 2025 |
46,344
shares
|
$1.47 Million
1.34% of portfolio
|
Q2 2025
Added 2.79%
|