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 $27.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
307,080
shares
|
$9.91 Million
2.63% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
306,757
shares
|
$9.9 Million
1.16% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
305,160
shares
|
$9.84 Million
0.44% of portfolio
|
Q3 2025
Reduced 11.63%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
304,737
shares
|
$9.83 Million
0.15% of portfolio
|
Q3 2025
Reduced 31.32%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
304,611
shares
|
$9.83 Million
0.7% of portfolio
|
Q4 2023
Added 2.27%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
303,766
shares
|
$9.8 Million
1.52% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
301,395
shares
|
$9.72 Million
1.71% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
301,157
shares
|
$9.72 Million
0.6% of portfolio
|
Q3 2025
Reduced 35.36%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
300,439
shares
|
$9.69 Million
0.83% of portfolio
|
Q1 2023
Reduced 3.8%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
299,717
shares
|
$9.67 Million
2.11% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
299,500
shares
|
$9.66 Million
0.3% of portfolio
|
Q3 2025
Added 315.48%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
297,533
shares
|
$9.6 Million
0.58% of portfolio
|
Q3 2025
Added 1414.63%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
296,501
shares
|
$9.57 Million
5.86% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
295,751
shares
|
$9.54 Million
3.52% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
294,459
shares
|
$9.5 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
291,346
shares
|
$9.4 Million
0.11% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
287,471
shares
|
$9.27 Million
2.76% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
283,590
shares
|
$9.15 Million
1.11% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
282,450
shares
|
$9.11 Million
13.65% of portfolio
|
Q2 2023
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
280,917
shares
|
$9.06 Million
0.02% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
277,922
shares
|
$8.97 Million
0.06% of portfolio
|
Q3 2025
Added 14.05%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
275,869
shares
|
$8.9 Million
1.94% of portfolio
|
Q3 2025
Reduced 14.42%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
275,067
shares
|
$8.87 Million
2.56% of portfolio
|
Q3 2025
Added 13.0%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
270,876
shares
|
$8.74 Million
3.02% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
269,457
shares
|
$8.69 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.11%
|
|