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 1,694 institutions that hold shares in the stock, with a total of 857 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 |
|---|---|---|---|---|---|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
29,853
shares
|
$963,057
0.24% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
29,851
shares
|
$962,993
0.44% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
29,851
shares
|
$962,993
0.25% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
29,832
shares
|
$962,380
0.18% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
29,581
shares
|
$954,283
1.39% of portfolio
|
Q2 2022
Added 1.82%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
29,574
shares
|
$954,057
0.18% of portfolio
|
Q4 2025
Added 4.78%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
29,504
shares
|
$951,799
2.18% of portfolio
|
Q4 2023
Added 0.44%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
29,451
shares
|
$950,089
0.14% of portfolio
|
Q3 2025
Reduced 36.08%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
29,235
shares
|
$943,121
0.63% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
29,161
shares
|
$940,733
0.46% of portfolio
|
Q3 2025
Added 21.2%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
29,019
shares
|
$936,152
0.5% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
28,970
shares
|
$934,572
0.98% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
28,662
shares
|
$924,636
0.26% of portfolio
|
Q3 2025
Reduced 87.4%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
28,628
shares
|
$923,539
0.03% of portfolio
|
Q3 2025
Added 78.05%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
28,477
shares
|
$918,668
0.19% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
28,371
shares
|
$915,248
0.3% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
28,307
shares
|
$913,183
0.29% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 06, 2026 Q4 2025 |
28,271
shares
|
$912,022
0.34% of portfolio
|
Q4 2025
Reduced 1.65%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
28,207
shares
|
$909,957
0.26% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
28,193
shares
|
$909,506
0.06% of portfolio
|
Q4 2025
Added 23.72%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
28,133
shares
|
$907,570
0.32% of portfolio
|
Q4 2025
Added 106.37%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
28,022
shares
|
$903,989
0.43% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
27,974
shares
|
$902,441
0.05% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 14, 2026 Q4 2025 |
27,856
shares
|
$898,634
0.99% of portfolio
|
Q4 2025
Added 9.06%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
27,808
shares
|
$897,086
0.05% of portfolio
|
Q1 2025
Added 0.01%
|
|