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 |
|---|---|---|---|---|---|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
212,025
shares
|
$6.84 Million
2.55% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
211,635
shares
|
$6.83 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
210,694
shares
|
$6.8 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
210,407
shares
|
$6.79 Million
0.04% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Oct 28, 2025 Q3 2025 |
210,050
shares
|
$6.78 Million
3.82% of portfolio
|
Q3 2025
Added 26.09%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
206,008
shares
|
$6.65 Million
0.02% of portfolio
|
Q3 2025
Added 29.64%
|
|
|
Orgel Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
205,856
shares
|
$6.64 Million
0.16% of portfolio
|
Q4 2025
Added 8.44%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
205,096
shares
|
$6.62 Million
0.54% of portfolio
|
Q3 2025
Added 65.4%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
203,727
shares
|
$6.57 Million
2.14% of portfolio
|
Q3 2025
Added 50.53%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
199,772
shares
|
$6.44 Million
2.87% of portfolio
|
Q3 2024
Added 22.98%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
197,968
shares
|
$6.39 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
197,508
shares
|
$6.37 Million
0.03% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 13, 2025 Q3 2025 |
196,932
shares
|
$6.35 Million
0.03% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
196,485
shares
|
$6.34 Million
0.19% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
195,957
shares
|
$6.32 Million
0.53% of portfolio
|
Q4 2025
Added 6.73%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
194,507
shares
|
$6.27 Million
1.51% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
193,247
shares
|
$6.23 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
192,959
shares
|
$6.22 Million
1.79% of portfolio
|
Q3 2025
Added 34.7%
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
191,153
shares
|
$6.17 Million
3.36% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
190,339
shares
|
$6.14 Million
0.27% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
186,741
shares
|
$6.02 Million
11.7% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
183,622
shares
|
$5.92 Million
0.41% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
183,119
shares
|
$5.91 Million
0.4% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
182,010
shares
|
$5.87 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
180,074
shares
|
$5.81 Million
2.8% of portfolio
|
Q3 2025
Reduced 0.35%
|
|