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 $27.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
5,466,642
shares
|
$176 Million
0.91% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
4,968,190
shares
|
$160 Million
24.32% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,955,408
shares
|
$160 Million
0.2% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
4,950,788
shares
|
$160 Million
22.36% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
4,743,014
shares
|
$153 Million
5.4% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
4,401,983
shares
|
$142 Million
0.03% of portfolio
|
Q3 2025
Added 14.57%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
4,359,851
shares
|
$141 Million
0.91% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
4,296,094
shares
|
$139 Million
21.01% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
3,643,232
shares
|
$118 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
3,615,280
shares
|
$117 Million
13.6% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
Nov 03, 2025 Q3 2025 |
3,588,350
shares
|
$116 Million
29.72% of portfolio
|
Q3 2025
Added 15.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
3,283,430
shares
|
$106 Million
0.29% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
3,233,030
shares
|
$104 Million
0.81% of portfolio
|
Q3 2025
Added 15.75%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
3,218,478
shares
|
$104 Million
4.24% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
3,215,099
shares
|
$104 Million
0.14% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,181,896
shares
|
$103 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Nov 03, 2025 Q3 2025 |
3,085,404
shares
|
$99.5 Million
16.98% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
3,084,753
shares
|
$99.5 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
3,084,416
shares
|
$99.5 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
3,044,766
shares
|
$98.2 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
2,940,881
shares
|
$94.9 Million
16.68% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
2,909,284
shares
|
$93.9 Million
16.93% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,865,973
shares
|
$92.5 Million
0.02% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
2,476,025
shares
|
$79.9 Million
0.25% of portfolio
|
Q3 2025
Added 376.77%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,399,120
shares
|
$77.4 Million
0.79% of portfolio
|
Q3 2025
Added 0.62%
|
|