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 1,684 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
462,914
shares
|
$14.9 Million
0.22% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Gpm Growth Investors, Inc.
|
Oct 20, 2025 Q3 2025 |
461,297
shares
|
$14.9 Million
5.88% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
460,885
shares
|
$14.9 Million
9.63% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
455,103
shares
|
$14.7 Million
0.52% of portfolio
|
Q3 2025
Reduced 12.31%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
448,374
shares
|
$14.5 Million
1.79% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
447,587
shares
|
$14.4 Million
0.62% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
445,786
shares
|
$14.4 Million
0.09% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Nov 13, 2025 Q3 2025 |
445,448
shares
|
$14.4 Million
6.75% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
444,273
shares
|
$14.3 Million
9.13% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Oct 30, 2025 Q3 2025 |
443,757
shares
|
$14.3 Million
7.99% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2025 Q3 2025 |
442,681
shares
|
$14.3 Million
1.44% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
441,275
shares
|
$14.2 Million
0.31% of portfolio
|
Q2 2025
Reduced 51.48%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
440,538
shares
|
$14.2 Million
4.9% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
439,155
shares
|
$14.2 Million
6.02% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 27, 2025 Q3 2025 |
436,798
shares
|
$14.1 Million
5.78% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
436,270
shares
|
$14.1 Million
11.77% of portfolio
|
Q3 2025
Added 11.38%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
436,060
shares
|
$14.1 Million
1.85% of portfolio
|
Q3 2025
Added 75.61%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
435,539
shares
|
$14.1 Million
0.22% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
430,926
shares
|
$13.9 Million
5.08% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Alpha Zero LLC
Boca Raton, FL |
Nov 12, 2025 Q3 2025 |
428,470
shares
|
$13.8 Million
7.92% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Schaeffer Financial LLC
|
Nov 03, 2025 Q3 2025 |
426,122
shares
|
$13.7 Million
12.35% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
424,951
shares
|
$13.7 Million
1.96% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
424,106
shares
|
$13.7 Million
0.27% of portfolio
|
Q3 2025
Added 15.35%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
414,629
shares
|
$13.4 Million
19.88% of portfolio
|
Q1 2023
Added 0.51%
|
|