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 |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
131,493
shares
|
$4.24 Million
0.17% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
131,150
shares
|
$4.23 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
130,661
shares
|
$4.22 Million
0.62% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
129,814
shares
|
$4.19 Million
1.27% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
129,687
shares
|
$4.18 Million
0.0% of portfolio
|
Q3 2025
Added 10.64%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
129,510
shares
|
$4.18 Million
0.17% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
129,192
shares
|
$4.17 Million
1.19% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
128,641
shares
|
$4.15 Million
0.7% of portfolio
|
Q3 2025
Added 63.34%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
128,552
shares
|
$4.15 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
128,170
shares
|
$4.13 Million
3.04% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
128,143
shares
|
$4.13 Million
2.26% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
127,642
shares
|
$4.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
127,372
shares
|
$4.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.59%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
126,891
shares
|
$4.09 Million
1.23% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
126,368
shares
|
$4.08 Million
0.3% of portfolio
|
Q3 2022
Added 3.35%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
125,841
shares
|
$4.06 Million
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
124,739
shares
|
$4.02 Million
0.27% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
123,569
shares
|
$3.99 Million
1.36% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
Gen Wealth Group, Inc.
|
Jan 12, 2026 Q4 2025 |
123,039
shares
|
$3.97 Million
0.67% of portfolio
|
Q4 2025
Reduced 1.34%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
120,975
shares
|
$3.9 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
120,546
shares
|
$3.89 Million
0.47% of portfolio
|
Q3 2022
Reduced 2.35%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
120,036
shares
|
$3.87 Million
0.74% of portfolio
|
Q3 2025
Added 50.07%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
119,632
shares
|
$3.86 Million
0.26% of portfolio
|
Q3 2025
Reduced 35.25%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
119,363
shares
|
$3.85 Million
1.87% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
118,916
shares
|
$3.84 Million
0.98% of portfolio
|
Q3 2025
Added 6.53%
|
|