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 |
|---|---|---|---|---|---|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
178,194
shares
|
$5.75 Million
1.82% of portfolio
|
Q3 2025
Reduced 8.74%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
177,669
shares
|
$5.73 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Eagle Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
177,228
shares
|
$5.72 Million
2.14% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
176,732
shares
|
$5.7 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
176,515
shares
|
$5.69 Million
0.17% of portfolio
|
Q3 2025
Reduced 34.34%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
174,493
shares
|
$5.63 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
174,258
shares
|
$5.62 Million
2.16% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
174,195
shares
|
$5.62 Million
1.71% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
173,579
shares
|
$5.6 Million
2.1% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
172,822
shares
|
$5.58 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
172,652
shares
|
$5.57 Million
0.21% of portfolio
|
Q3 2025
Added 137.22%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
171,554
shares
|
$5.53 Million
2.66% of portfolio
|
Q3 2025
Added 64.66%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
170,494
shares
|
$5.5 Million
1.36% of portfolio
|
Q3 2025
Reduced 43.17%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
170,051
shares
|
$5.49 Million
3.05% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
169,894
shares
|
$5.48 Million
1.18% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
169,039
shares
|
$5.45 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Oct 28, 2025 Q3 2025 |
168,100
shares
|
$5.42 Million
2.57% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
167,440
shares
|
$5.4 Million
4.14% of portfolio
|
Q3 2025
Added 9.44%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
167,253
shares
|
$5.4 Million
0.67% of portfolio
|
Q3 2025
Added 12.25%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 23, 2025 Q3 2025 |
167,251
shares
|
$5.4 Million
0.72% of portfolio
|
Q3 2025
Reduced 73.2%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
165,517
shares
|
$5.34 Million
0.55% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
165,430
shares
|
$5.34 Million
0.18% of portfolio
|
Q4 2025
Reduced 14.11%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
164,191
shares
|
$5.3 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
163,496
shares
|
$5.27 Million
0.06% of portfolio
|
Q3 2025
Reduced 14.93%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
162,915
shares
|
$5.26 Million
4.65% of portfolio
|
Q3 2025
Added 1.41%
|
|