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 |
|---|---|---|---|---|---|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
41,208
shares
|
$1.31 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
40,968
shares
|
$1.3 Million
0.4% of portfolio
|
Q3 2025
Added 93.15%
|
|
|
Marotta Asset Management
|
Oct 16, 2025 Q3 2025 |
40,731
shares
|
$1.29 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Oct 22, 2025 Q3 2025 |
40,717
shares
|
$1.29 Million
0.56% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
40,698
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
40,687
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2025
Added 13.95%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
40,498
shares
|
$1.29 Million
0.7% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
40,356
shares
|
$1.28 Million
0.3% of portfolio
|
Q3 2025
Reduced 35.71%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
40,291
shares
|
$1.28 Million
0.08% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
40,259
shares
|
$1.28 Million
0.12% of portfolio
|
Q3 2025
Added 28.58%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
40,142
shares
|
$1.27 Million
0.21% of portfolio
|
Q3 2022
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
39,326
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2025
Added 13.7%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
39,181
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
38,747
shares
|
$1.23 Million
0.87% of portfolio
|
Q1 2024
Added 204.11%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
38,725
shares
|
$1.23 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
38,694
shares
|
$1.23 Million
0.33% of portfolio
|
Q3 2025
Reduced 9.55%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
38,270
shares
|
$1.21 Million
0.04% of portfolio
|
Q2 2025
Added 22.28%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
38,202
shares
|
$1.21 Million
0.18% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
38,095
shares
|
$1.21 Million
0.26% of portfolio
|
Q2 2025
Added 21.11%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
38,056
shares
|
$1.21 Million
0.61% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
37,624
shares
|
$1.19 Million
1.88% of portfolio
|
Q2 2025
Added 74.03%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
37,618
shares
|
$1.19 Million
0.36% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Oct 06, 2025 Q3 2025 |
37,479
shares
|
$1.19 Million
1.14% of portfolio
|
Q3 2025
Added 64.39%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
37,299
shares
|
$1.18 Million
0.46% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
37,163
shares
|
$1.18 Million
1.52% of portfolio
|
Q2 2025
New holding
|