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 |
|---|---|---|---|---|---|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
788,077
shares
|
$25 Million
7.65% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
787,711
shares
|
$25 Million
18.65% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
783,217
shares
|
$24.9 Million
4.17% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
775,275
shares
|
$24.6 Million
5.35% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
774,887
shares
|
$24.6 Million
9.06% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Oct 22, 2025 Q3 2025 |
770,222
shares
|
$24.4 Million
9.59% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
766,658
shares
|
$24.3 Million
1.23% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
753,407
shares
|
$23.9 Million
3.39% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
752,622
shares
|
$23.9 Million
3.52% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
751,291
shares
|
$23.8 Million
1.94% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
750,774
shares
|
$23.8 Million
1.41% of portfolio
|
Q2 2025
Added 778.61%
|
|
|
Financial Counselors Inc
|
Aug 01, 2025 Q2 2025 |
742,682
shares
|
$23.6 Million
30.69% of portfolio
|
Q2 2025
Reduced 62.89%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
737,503
shares
|
$23.4 Million
0.58% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
737,098
shares
|
$23.4 Million
0.02% of portfolio
|
Q2 2025
Added 36.18%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
736,753
shares
|
$23.4 Million
0.15% of portfolio
|
Q2 2025
Added 100.06%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
730,249
shares
|
$23.2 Million
1.84% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
729,213
shares
|
$23.1 Million
1.16% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
725,953
shares
|
$23 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
722,745
shares
|
$22.9 Million
2.52% of portfolio
|
Q3 2025
Reduced 10.08%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
722,280
shares
|
$22.9 Million
13.35% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
720,297
shares
|
$22.9 Million
4.38% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
718,962
shares
|
$22.8 Million
3.79% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
703,345
shares
|
$22.3 Million
0.51% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
701,580
shares
|
$22.3 Million
15.27% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jul 31, 2025 Q2 2025 |
698,752
shares
|
$22.2 Million
3.69% of portfolio
|
Q2 2025
Reduced 13.3%
|