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 1,687 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 |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
29,451
shares
|
$950,089
0.14% of portfolio
|
Q3 2025
Reduced 36.08%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
29,280
shares
|
$944,572
0.21% of portfolio
|
Q3 2025
Reduced 6.37%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
29,235
shares
|
$943,121
0.63% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
29,161
shares
|
$940,733
0.46% of portfolio
|
Q3 2025
Added 21.2%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
29,019
shares
|
$936,152
0.5% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
28,970
shares
|
$934,572
0.98% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
28,662
shares
|
$924,636
0.26% of portfolio
|
Q3 2025
Reduced 87.4%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
28,628
shares
|
$923,539
0.03% of portfolio
|
Q3 2025
Added 78.05%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
28,477
shares
|
$918,668
0.19% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
28,371
shares
|
$915,248
0.3% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
28,307
shares
|
$913,183
0.29% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 06, 2026 Q4 2025 |
28,271
shares
|
$912,022
0.34% of portfolio
|
Q4 2025
Reduced 1.65%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
28,207
shares
|
$909,957
0.26% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
28,193
shares
|
$909,506
0.06% of portfolio
|
Q4 2025
Added 23.72%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
28,133
shares
|
$907,570
0.32% of portfolio
|
Q4 2025
Added 106.37%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
28,022
shares
|
$903,989
0.43% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
27,974
shares
|
$902,441
0.05% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
27,874
shares
|
$899,215
0.46% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
27,808
shares
|
$897,086
0.05% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
27,795
shares
|
$896,666
0.44% of portfolio
|
Q3 2025
Reduced 17.54%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
27,739
shares
|
$894,860
0.26% of portfolio
|
Q3 2025
Added 8.04%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
27,727
shares
|
$894,473
0.66% of portfolio
|
Q3 2025
Added 10.63%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
27,490
shares
|
$886,827
0.21% of portfolio
|
Q3 2025
Added 110.02%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
27,339
shares
|
$881,956
0.25% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
27,245
shares
|
$878,923
0.86% of portfolio
|
Q4 2025
Reduced 17.71%
|
|