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 1,686 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 |
|---|---|---|---|---|---|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Oct 22, 2025 Q3 2025 |
161,006
shares
|
$5.19 Million
3.56% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
160,109
shares
|
$5.17 Million
0.04% of portfolio
|
Q3 2022
Added 1.0%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
159,281
shares
|
$5.14 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
158,860
shares
|
$5.12 Million
2.07% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
157,905
shares
|
$5.09 Million
0.29% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
157,792
shares
|
$5.09 Million
0.07% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
157,212
shares
|
$5.07 Million
3.65% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
156,558
shares
|
$5.05 Million
1.21% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
155,533
shares
|
$5.02 Million
3.12% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 16, 2025 Q3 2025 |
154,439
shares
|
$4.98 Million
1.31% of portfolio
|
Q3 2025
Added 194.48%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
154,124
shares
|
$4.97 Million
2.39% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Boyd Wealth Management, LLC
|
Oct 30, 2025 Q3 2025 |
153,752
shares
|
$4.96 Million
2.12% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
153,649
shares
|
$4.96 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
153,377
shares
|
$4.95 Million
2.38% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
152,344
shares
|
$4.91 Million
1.37% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
151,489
shares
|
$4.89 Million
0.31% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
150,346
shares
|
$4.85 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
150,022
shares
|
$4.84 Million
2.96% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
148,692
shares
|
$4.8 Million
2.41% of portfolio
|
Q3 2025
Added 29.2%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
145,800
shares
|
$4.7 Million
0.85% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
144,991
shares
|
$4.68 Million
0.11% of portfolio
|
Q3 2025
Added 12.68%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
144,594
shares
|
$4.66 Million
0.18% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
144,105
shares
|
$4.65 Million
1.24% of portfolio
|
Q3 2025
Added 12.87%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
142,809
shares
|
$4.61 Million
0.67% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
142,669
shares
|
$4.6 Million
2.1% of portfolio
|
Q1 2025
Reduced 11.3%
|
|