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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
46,224
shares
|
$1.47 Million
0.03% of portfolio
|
Q2 2025
Added 110.59%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
46,131
shares
|
$1.46 Million
1.02% of portfolio
|
Q3 2025
Added 109.32%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
46,099
shares
|
$1.46 Million
1.51% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
46,077
shares
|
$1.46 Million
0.19% of portfolio
|
Q2 2025
Added 79.05%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
45,707
shares
|
$1.45 Million
0.08% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
45,541
shares
|
$1.45 Million
0.17% of portfolio
|
Q3 2025
Reduced 22.2%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
44,862
shares
|
$1.42 Million
0.38% of portfolio
|
Q2 2023
Reduced 1.63%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
44,493
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Added 22.67%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
44,352
shares
|
$1.41 Million
0.38% of portfolio
|
Q3 2025
Added 8.74%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
44,240
shares
|
$1.4 Million
0.69% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
43,971
shares
|
$1.4 Million
0.91% of portfolio
|
Q3 2025
Added 79.3%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
43,827
shares
|
$1.39 Million
0.16% of portfolio
|
Q2 2025
Added 16.22%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
43,670
shares
|
$1.39 Million
2.17% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
43,380
shares
|
$1.38 Million
0.48% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
42,992
shares
|
$1.36 Million
0.46% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
42,744
shares
|
$1.36 Million
0.75% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
42,414
shares
|
$1.35 Million
0.86% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
42,408
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
42,305
shares
|
$1.34 Million
0.84% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
42,001
shares
|
$1.33 Million
0.31% of portfolio
|
Q4 2024
Added 318.84%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
41,898
shares
|
$1.33 Million
0.24% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
41,773
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Added 53.04%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
41,701
shares
|
$1.32 Million
0.13% of portfolio
|
Q2 2025
Added 349.46%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,548
shares
|
$1.32 Million
2.06% of portfolio
|
Q1 2024
Added 10.46%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
41,534
shares
|
$1.32 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.7%
|