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 1,685 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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
233,312
shares
|
$7.53 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
232,317
shares
|
$7.49 Million
1.8% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
232,016
shares
|
$7.48 Million
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
231,318
shares
|
$7.46 Million
0.01% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
230,881
shares
|
$7.45 Million
0.79% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
230,322
shares
|
$7.43 Million
0.63% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
229,793
shares
|
$7.41 Million
5.44% of portfolio
|
Q3 2025
Added 17.23%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
229,207
shares
|
$7.39 Million
0.36% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
227,186
shares
|
$7.33 Million
1.13% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
226,267
shares
|
$7.3 Million
1.37% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
225,323
shares
|
$7.27 Million
1.57% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
224,798
shares
|
$7.25 Million
5.51% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
224,684
shares
|
$7.25 Million
0.47% of portfolio
|
Q3 2025
Added 111.86%
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
224,645
shares
|
$7.25 Million
0.75% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
223,534
shares
|
$7.21 Million
1.99% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
222,152
shares
|
$7.17 Million
0.02% of portfolio
|
Q3 2025
Added 45.41%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
218,248
shares
|
$7.04 Million
4.56% of portfolio
|
Q3 2025
Added 11.87%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
217,594
shares
|
$7.02 Million
0.34% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
217,257
shares
|
$7.01 Million
0.88% of portfolio
|
Q3 2025
Added 44.58%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
216,517
shares
|
$6.98 Million
3.44% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
216,006
shares
|
$6.97 Million
6.12% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
215,639
shares
|
$6.96 Million
0.2% of portfolio
|
Q3 2025
Reduced 34.31%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
214,624
shares
|
$6.92 Million
2.34% of portfolio
|
Q3 2025
Added 25.25%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
214,197
shares
|
$6.91 Million
0.69% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
212,239
shares
|
$6.85 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.44%
|
|