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 1,682 institutions that hold shares in the stock, with a total of 854 Million shares, which have been reported (via 13F filing form) to have a value of $27.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
522,260
shares
|
$16.8 Million
4.55% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
518,053
shares
|
$16.7 Million
0.41% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
516,903
shares
|
$16.7 Million
3.21% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Nov 07, 2025 Q3 2025 |
514,855
shares
|
$16.6 Million
11.87% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
512,098
shares
|
$16.5 Million
1.6% of portfolio
|
Q3 2025
Added 14.18%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
507,813
shares
|
$16.4 Million
3.53% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
506,271
shares
|
$16.3 Million
1.21% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
503,878
shares
|
$16.3 Million
0.28% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
495,381
shares
|
$16 Million
1.18% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
493,182
shares
|
$15.9 Million
5.32% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
493,147
shares
|
$15.9 Million
0.83% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
492,489
shares
|
$15.9 Million
0.34% of portfolio
|
Q3 2025
Reduced 27.35%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
491,561
shares
|
$15.9 Million
0.2% of portfolio
|
Q3 2025
Added 7.42%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
487,077
shares
|
$15.7 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
485,830
shares
|
$15.7 Million
0.02% of portfolio
|
Q3 2025
Added 29705.52%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
483,611
shares
|
$15.6 Million
1.97% of portfolio
|
Q3 2025
Added 32.81%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
483,481
shares
|
$15.6 Million
9.12% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
480,479
shares
|
$15.5 Million
0.13% of portfolio
|
Q1 2025
Added 298.39%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
480,307
shares
|
$15.5 Million
2.68% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
477,144
shares
|
$15.4 Million
9.48% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
476,842
shares
|
$15.4 Million
2.38% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
476,635
shares
|
$15.4 Million
7.05% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
476,230
shares
|
$15.4 Million
0.71% of portfolio
|
Q3 2025
Reduced 34.69%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
466,418
shares
|
$15 Million
3.08% of portfolio
|
Q3 2025
Added 51.62%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Nov 13, 2025 Q3 2025 |
464,835
shares
|
$15 Million
12.36% of portfolio
|
Q3 2025
Added 2.52%
|
|