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 |
|---|---|---|---|---|---|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
1,722,369
shares
|
$55.6 Million
3.82% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
1,665,245
shares
|
$53.7 Million
12.86% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Nov 24, 2025 Q3 2025 |
1,661,825
shares
|
$53.6 Million
22.3% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
1,637,120
shares
|
$52.8 Million
2.5% of portfolio
|
Q3 2025
Added 35.5%
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
1,617,086
shares
|
$52.2 Million
21.63% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
1,604,808
shares
|
$51.8 Million
0.66% of portfolio
|
Q3 2025
Reduced 10.23%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
1,603,876
shares
|
$51.7 Million
6.28% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,597,106
shares
|
$51.5 Million
0.81% of portfolio
|
Q3 2025
Reduced 23.77%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
1,588,681
shares
|
$51.3 Million
4.22% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,585,803
shares
|
$51.2 Million
4.2% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
1,584,832
shares
|
$51.1 Million
5.37% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
1,571,231
shares
|
$50.7 Million
0.65% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
1,554,241
shares
|
$50.1 Million
12.76% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
1,526,522
shares
|
$49.2 Million
0.47% of portfolio
|
Q3 2025
Added 44.26%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
1,525,782
shares
|
$49.2 Million
0.48% of portfolio
|
Q3 2025
Added 7.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
1,515,427
shares
|
$48.9 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
1,483,725
shares
|
$47.9 Million
7.17% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,480,195
shares
|
$47.8 Million
4.37% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
1,480,156
shares
|
$47.7 Million
0.57% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,467,650
shares
|
$47.3 Million
4.58% of portfolio
|
Q4 2023
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
1,460,301
shares
|
$47.1 Million
1.99% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
1,389,325
shares
|
$44.8 Million
6.94% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
1,370,264
shares
|
$44.2 Million
2.37% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
1,366,416
shares
|
$44.1 Million
0.93% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Goepper Burkhardt LLC
|
Nov 14, 2025 Q3 2025 |
1,338,676
shares
|
$43.2 Million
14.89% of portfolio
|
Q3 2025
Added 0.87%
|
|