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 |
|---|---|---|---|---|---|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
1,004,436
shares
|
$31.9 Million
13.29% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
999,061
shares
|
$31.7 Million
5.22% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
996,403
shares
|
$31.6 Million
4.6% of portfolio
|
Q3 2025
Added 69.36%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
987,688
shares
|
$31.3 Million
11.97% of portfolio
|
Q3 2025
Added 13.37%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
985,438
shares
|
$31.3 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
948,148
shares
|
$30.1 Million
0.84% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
944,148
shares
|
$30 Million
0.87% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
930,214
shares
|
$29.5 Million
1.45% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
917,828
shares
|
$29.1 Million
5.21% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
915,285
shares
|
$29.1 Million
7.91% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
907,822
shares
|
$28.8 Million
3.44% of portfolio
|
Q2 2025
Added 16.92%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
906,574
shares
|
$28.8 Million
0.71% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
902,268
shares
|
$28.6 Million
2.61% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
900,116
shares
|
$28.6 Million
0.15% of portfolio
|
Q2 2025
Added 48.37%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
876,953
shares
|
$27.8 Million
3.99% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
854,513
shares
|
$27.1 Million
4.22% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
853,924
shares
|
$27.1 Million
1.1% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
852,869
shares
|
$27.1 Million
0.58% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
844,286
shares
|
$26.8 Million
4.89% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
818,260
shares
|
$26 Million
1.86% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
815,791
shares
|
$25.9 Million
8.5% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
799,865
shares
|
$25.4 Million
1.37% of portfolio
|
Q2 2025
Added 14.23%
|
|
|
Win Advisors, Inc
|
Aug 14, 2025 Q2 2025 |
795,956
shares
|
$25.3 Million
11.82% of portfolio
|
Q2 2025
Added 425.87%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
795,518
shares
|
$25.2 Million
12.24% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
793,461
shares
|
$25.2 Million
4.46% of portfolio
|
Q2 2025
Added 4.52%
|