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 |
|---|---|---|---|---|---|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
413,846
shares
|
$13.4 Million
2.35% of portfolio
|
Q3 2025
Reduced 46.94%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
412,011
shares
|
$13.3 Million
13.61% of portfolio
|
Q3 2025
Reduced 9.18%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
410,597
shares
|
$13.2 Million
2.31% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 13, 2025 Q3 2025 |
410,497
shares
|
$13.2 Million
2.9% of portfolio
|
Q3 2025
Reduced 14.2%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
409,376
shares
|
$13.2 Million
3.87% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Leeward Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
407,224
shares
|
$13.1 Million
3.79% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
401,561
shares
|
$13 Million
1.53% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
394,455
shares
|
$12.7 Million
7.39% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Portus Wealth Advisors, LLC
Charlotte, NC |
Nov 20, 2025 Q3 2025 |
393,146
shares
|
$12.7 Million
12.51% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
392,764
shares
|
$12.7 Million
0.55% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
391,603
shares
|
$12.6 Million
2.47% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
389,458
shares
|
$12.6 Million
3.78% of portfolio
|
Q3 2025
Added 18.2%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
389,243
shares
|
$12.6 Million
5.76% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
383,491
shares
|
$12.4 Million
3.45% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
383,174
shares
|
$12.4 Million
9.5% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
377,358
shares
|
$12.2 Million
6.67% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
373,512
shares
|
$12 Million
0.87% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
371,903
shares
|
$12 Million
7.95% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
365,844
shares
|
$11.8 Million
1.88% of portfolio
|
Q3 2025
Added 42.49%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
362,595
shares
|
$11.7 Million
0.02% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
361,096
shares
|
$11.6 Million
0.01% of portfolio
|
Q3 2025
Added 70.48%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
361,031
shares
|
$11.6 Million
0.09% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
354,709
shares
|
$11.4 Million
4.55% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
349,587
shares
|
$11.3 Million
0.14% of portfolio
|
Q3 2025
Added 38.37%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
346,509
shares
|
$11.2 Million
4.75% of portfolio
|
Q3 2025
Added 1.95%
|
|