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 |
|---|---|---|---|---|---|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
2,290,663
shares
|
$73.9 Million
13.03% of portfolio
|
Q4 2024
Added 395.25%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Oct 15, 2025 Q3 2025 |
2,269,773
shares
|
$73.2 Million
35.32% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
2,267,841
shares
|
$73.2 Million
5.31% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,258,299
shares
|
$72.9 Million
0.46% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
2,214,447
shares
|
$71.4 Million
10.01% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
2,182,875
shares
|
$70.4 Million
0.07% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,179,648
shares
|
$70.3 Million
4.29% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,163,723
shares
|
$69.8 Million
0.12% of portfolio
|
Q3 2025
Reduced 35.03%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,159,997
shares
|
$69.7 Million
0.01% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
2,128,290
shares
|
$68.7 Million
2.2% of portfolio
|
Q3 2025
Added 16.19%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
2,008,315
shares
|
$64.8 Million
5.37% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
1,997,526
shares
|
$64.4 Million
6.88% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,979,083
shares
|
$63.8 Million
0.05% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
1,960,348
shares
|
$63.2 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
1,915,823
shares
|
$61.8 Million
5.84% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
1,900,128
shares
|
$61.3 Million
3.92% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
1,856,765
shares
|
$59.9 Million
9.49% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,839,853
shares
|
$59.4 Million
0.4% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
1,834,030
shares
|
$59.2 Million
0.61% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
1,831,652
shares
|
$59.1 Million
2.91% of portfolio
|
Q3 2025
Added 10.03%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
1,821,437
shares
|
$58.8 Million
0.29% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
1,821,134
shares
|
$58.7 Million
2.5% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Northern Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
1,781,828
shares
|
$57.5 Million
30.85% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
1,759,358
shares
|
$56.8 Million
0.24% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
1,732,869
shares
|
$55.9 Million
1.28% of portfolio
|
Q3 2025
Added 2.2%
|
|