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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
346,169
shares
|
$11.2 Million
0.21% of portfolio
|
Q3 2025
Added 11.96%
|
|
|
Mc Carthy Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
344,756
shares
|
$11.1 Million
8.39% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
344,551
shares
|
$11.1 Million
0.3% of portfolio
|
Q3 2025
Reduced 16.44%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
344,321
shares
|
$11.1 Million
8.66% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
344,277
shares
|
$11.1 Million
0.31% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
343,080
shares
|
$11.1 Million
2.3% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
340,091
shares
|
$11 Million
5.02% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
338,177
shares
|
$10.9 Million
7.17% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
336,318
shares
|
$10.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
334,546
shares
|
$10.8 Million
4.16% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
330,948
shares
|
$10.7 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Nov 04, 2025 Q3 2025 |
328,663
shares
|
$10.6 Million
5.14% of portfolio
|
Q3 2025
Added 16.44%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
327,519
shares
|
$10.6 Million
0.24% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
326,613
shares
|
$10.5 Million
1.01% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
326,297
shares
|
$10.5 Million
4.37% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
323,545
shares
|
$10.4 Million
1.17% of portfolio
|
Q2 2023
Reduced 1.02%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
323,489
shares
|
$10.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
323,002
shares
|
$10.4 Million
7.37% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
322,212
shares
|
$10.4 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
318,151
shares
|
$10.3 Million
1.6% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
318,021
shares
|
$10.3 Million
4.38% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
316,896
shares
|
$10.2 Million
0.06% of portfolio
|
Q3 2025
Added 16.4%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
310,876
shares
|
$10 Million
3.17% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Bishop & CO Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
309,238
shares
|
$9.98 Million
3.3% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
307,095
shares
|
$9.91 Million
3.51% of portfolio
|
Q3 2025
Reduced 4.82%
|
|