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 |
|---|---|---|---|---|---|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
8,932
shares
|
$288,146
0.12% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
8,849
shares
|
$285,468
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
8,835
shares
|
$285,017
0.05% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
8,813
shares
|
$284,307
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
8,745
shares
|
$282,113
0.03% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
8,728
shares
|
$281,565
0.07% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
8,669
shares
|
$279,661
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
8,667
shares
|
$279,597
0.11% of portfolio
|
Q3 2025
Reduced 11.63%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
8,654
shares
|
$279,178
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
8,617
shares
|
$277,984
0.13% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
8,598
shares
|
$277,371
0.0% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Oct 21, 2025 Q3 2025 |
8,593
shares
|
$277,210
0.3% of portfolio
|
Q3 2025
Added 15.11%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
8,588
shares
|
$277,048
0.29% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
8,587
shares
|
$277,016
0.26% of portfolio
|
Q4 2022
Added 0.62%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
8,553
shares
|
$275,919
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
8,537
shares
|
$275,403
0.0% of portfolio
|
Q3 2025
Reduced 43.48%
|
|
|
Bnc Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
8,518
shares
|
$274,790
0.08% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
8,456
shares
|
$272,790
0.07% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
8,441
shares
|
$272,306
0.14% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
8,435
shares
|
$272,113
0.13% of portfolio
|
Q1 2023
Reduced 4.15%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
8,408
shares
|
$271,242
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
8,408
shares
|
$271,242
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
8,406
shares
|
$271,177
0.03% of portfolio
|
Q3 2025
Reduced 33.58%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
8,405
shares
|
$271,145
0.12% of portfolio
|
Q3 2025
Added 11.78%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
8,401
shares
|
$271,016
0.01% of portfolio
|
Q3 2025
Added 12.34%
|
|