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 1,684 institutions that hold shares in the stock, with a total of 854 Million shares, which have been reported (via 13F filing form) to have a value of $27.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
61,891,690
shares
|
$2 Billion
0.61% of portfolio
|
Q3 2025
Added 12.04%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
44,450,869
shares
|
$1.43 Billion
1.58% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
42,168,342
shares
|
$1.36 Billion
13.71% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
35,589,129
shares
|
$1.15 Billion
2.17% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
34,514,445
shares
|
$1.11 Billion
0.18% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
31,701,940
shares
|
$1.02 Billion
0.32% of portfolio
|
Q3 2025
Added 13.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
19,432,886
shares
|
$627 Million
0.92% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
17,849,389
shares
|
$576 Million
0.75% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
16,720,317
shares
|
$539 Million
0.13% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
16,029,106
shares
|
$517 Million
4.35% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
15,387,321
shares
|
$496 Million
0.61% of portfolio
|
Q3 2025
Added 65.99%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
15,014,311
shares
|
$484 Million
13.9% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
14,516,716
shares
|
$468 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
10,174,284
shares
|
$328 Million
0.95% of portfolio
|
Q3 2025
Added 17.71%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
10,027,556
shares
|
$323 Million
0.22% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
9,652,892
shares
|
$311 Million
11.16% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
8,864,287
shares
|
$286 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
8,392,134
shares
|
$271 Million
0.02% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
8,386,478
shares
|
$271 Million
0.02% of portfolio
|
Q3 2025
Added 20.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
8,132,749
shares
|
$262 Million
0.31% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
7,393,016
shares
|
$238 Million
2.64% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
7,302,629
shares
|
$236 Million
0.7% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
7,014,190
shares
|
$226 Million
11.23% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
5,867,969
shares
|
$189 Million
1.52% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
5,701,018
shares
|
$184 Million
0.77% of portfolio
|
Q3 2025
Added 1.59%
|
|