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 |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
18,727
shares
|
$604,133
0.04% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
18,693
shares
|
$603,036
0.11% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
18,685
shares
|
$602,778
0.42% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
18,682
shares
|
$602,681
0.61% of portfolio
|
Q3 2025
Added 22.71%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
18,673
shares
|
$602,390
0.02% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
18,663
shares
|
$602,068
0.07% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 30, 2025 Q3 2025 |
18,574
shares
|
$599,197
0.49% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
18,560
shares
|
$598,745
0.04% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
18,539
shares
|
$598,068
0.09% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
18,516
shares
|
$597,326
0.29% of portfolio
|
Q3 2025
Added 61.8%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
18,491
shares
|
$596,519
0.04% of portfolio
|
Q3 2025
Reduced 90.93%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
18,462
shares
|
$595,584
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
18,381
shares
|
$592,971
0.11% of portfolio
|
Q3 2025
Added 22.7%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
18,361
shares
|
$592,325
0.05% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
18,236
shares
|
$588,293
0.22% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
18,183
shares
|
$586,583
0.08% of portfolio
|
Q3 2025
Added 10.86%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
17,839
shares
|
$575,486
0.04% of portfolio
|
Q3 2025
Added 11.66%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
17,804
shares
|
$574,357
0.07% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
17,777
shares
|
$573,486
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
17,762
shares
|
$573,002
0.18% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
17,730
shares
|
$571,969
0.17% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
17,602
shares
|
$567,840
0.14% of portfolio
|
Q4 2025
Added 10.43%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
17,550
shares
|
$566,163
0.01% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
17,494
shares
|
$564,356
0.06% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
17,489
shares
|
$564,195
0.09% of portfolio
|
Q3 2025
Added 0.09%
|
|