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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
610,354
shares
|
$19.4 Million
0.95% of portfolio
|
Q3 2022
Added 191.37%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
605,028
shares
|
$19.2 Million
4.1% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
603,828
shares
|
$19.2 Million
6.97% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
602,503
shares
|
$19.1 Million
0.17% of portfolio
|
Q2 2025
Added 2749.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
601,834
shares
|
$19.1 Million
0.15% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
596,433
shares
|
$18.9 Million
6.22% of portfolio
|
Q2 2025
Added 17.15%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
588,716
shares
|
$18.7 Million
6.96% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
580,655
shares
|
$18.4 Million
2.13% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
577,286
shares
|
$18.3 Million
7.71% of portfolio
|
Q3 2025
Added 14.83%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
577,225
shares
|
$18.3 Million
0.62% of portfolio
|
Q2 2025
Added 19.13%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Oct 20, 2025 Q3 2025 |
573,688
shares
|
$18.2 Million
9.33% of portfolio
|
Q3 2025
Added 13.01%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
566,492
shares
|
$18 Million
6.11% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
564,394
shares
|
$17.9 Million
0.73% of portfolio
|
Q3 2025
Reduced 8.67%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
559,784
shares
|
$17.8 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
555,261
shares
|
$17.6 Million
0.01% of portfolio
|
Q2 2025
Added 21.83%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
553,870
shares
|
$17.6 Million
1.26% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
546,092
shares
|
$17.3 Million
1.18% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
534,786
shares
|
$17 Million
8.55% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
526,012
shares
|
$16.7 Million
5.71% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
524,856
shares
|
$16.7 Million
2.09% of portfolio
|
Q3 2025
Added 81.05%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
524,314
shares
|
$16.6 Million
4.62% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
521,597
shares
|
$16.6 Million
1.49% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
519,330
shares
|
$16.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 80.76%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
518,991
shares
|
$16.5 Million
0.58% of portfolio
|
Q2 2025
Reduced 25.91%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
518,105
shares
|
$16.4 Million
1.22% of portfolio
|
Q2 2025
Reduced 3.25%
|