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 1,686 institutions that hold shares in the stock, with a total of 855 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 |
|---|---|---|---|---|---|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
270,876
shares
|
$8.74 Million
3.02% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
269,431
shares
|
$8.69 Million
0.31% of portfolio
|
Q4 2025
Reduced 0.01%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Nov 06, 2025 Q3 2025 |
267,875
shares
|
$8.64 Million
5.61% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
267,793
shares
|
$8.64 Million
1.21% of portfolio
|
Q3 2025
Reduced 37.23%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
266,469
shares
|
$8.6 Million
3.19% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
265,307
shares
|
$8.56 Million
4.1% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
264,761
shares
|
$8.54 Million
0.25% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
263,374
shares
|
$8.5 Million
1.32% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
263,011
shares
|
$8.48 Million
0.08% of portfolio
|
Q2 2025
Added 21.86%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
259,569
shares
|
$8.37 Million
1.24% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
255,831
shares
|
$8.25 Million
0.3% of portfolio
|
Q3 2025
Reduced 32.66%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
254,986
shares
|
$8.23 Million
1.66% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Madden Securities Corp
|
Oct 23, 2025 Q3 2025 |
254,763
shares
|
$8.22 Million
3.64% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
251,928
shares
|
$8.13 Million
0.17% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
251,721
shares
|
$8.12 Million
2.23% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
251,275
shares
|
$8.11 Million
5.25% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
250,924
shares
|
$8.09 Million
0.23% of portfolio
|
Q3 2025
Reduced 7.4%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
250,111
shares
|
$8.07 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
248,434
shares
|
$8.01 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
244,473
shares
|
$7.89 Million
0.17% of portfolio
|
Q3 2025
Added 38.95%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
243,695
shares
|
$7.86 Million
2.27% of portfolio
|
Q3 2025
Added 10.86%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
242,328
shares
|
$7.82 Million
2.75% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
241,501
shares
|
$7.79 Million
5.68% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
237,079
shares
|
$7.65 Million
1.2% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
236,869
shares
|
$7.64 Million
3.46% of portfolio
|
Q3 2025
Reduced 1.04%
|
|