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 1,630 institutions that hold shares in the stock, with a total of 817 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 |
|---|---|---|---|---|---|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
1,330,888
shares
|
$42.2 Million
20.92% of portfolio
|
Q4 2024
Added 292.63%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
1,327,110
shares
|
$42.1 Million
14.46% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,324,545
shares
|
$42 Million
0.73% of portfolio
|
Q2 2025
Added 66.9%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
1,295,841
shares
|
$41.1 Million
2.78% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,286,217
shares
|
$40.8 Million
12.68% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
1,251,592
shares
|
$39.7 Million
2.69% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
1,219,963
shares
|
$38.7 Million
3.94% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
1,218,280
shares
|
$38.7 Million
5.42% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
1,208,229
shares
|
$38.3 Million
2.42% of portfolio
|
Q2 2025
Added 34.39%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
1,179,719
shares
|
$37.4 Million
9.11% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Sep 29, 2025 Q2 2025 |
1,166,941
shares
|
$37 Million
15.38% of portfolio
|
Q2 2025
New holding
|
|
|
Mokosak Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
1,164,482
shares
|
$37 Million
9.72% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
1,153,143
shares
|
$36.6 Million
17.66% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Aug 04, 2025 Q2 2025 |
1,131,282
shares
|
$35.9 Million
17.56% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
1,129,961
shares
|
$35.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 15.81%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
1,104,582
shares
|
$35.1 Million
0.74% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
1,098,324
shares
|
$34.9 Million
0.6% of portfolio
|
Q3 2025
Added 16.54%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 04, 2025 Q2 2025 |
1,096,905
shares
|
$34.8 Million
9.6% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
1,079,507
shares
|
$34.3 Million
9.96% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
1,072,853
shares
|
$34.1 Million
6.75% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
1,060,720
shares
|
$33.7 Million
2.05% of portfolio
|
Q3 2025
Added 29.89%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
1,058,434
shares
|
$33.6 Million
0.28% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
1,047,007
shares
|
$33.2 Million
8.24% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
1,044,100
shares
|
$33.1 Million
4.96% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
1,008,318
shares
|
$32 Million
17.95% of portfolio
|
Q3 2025
Added 5.11%
|