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 1,685 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 |
|---|---|---|---|---|---|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
1,332,974
shares
|
$43 Million
13.58% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
1,330,888
shares
|
$42.9 Million
20.92% of portfolio
|
Q4 2024
Added 292.63%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
1,315,499
shares
|
$42.4 Million
2.14% of portfolio
|
Q3 2025
Reduced 33.71%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,286,217
shares
|
$41.5 Million
12.68% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,279,964
shares
|
$41.3 Million
0.67% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
1,265,928
shares
|
$40.8 Million
5.81% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
1,229,573
shares
|
$39.7 Million
4.59% of portfolio
|
Q3 2025
Reduced 9.27%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
1,219,963
shares
|
$39.4 Million
3.94% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
1,195,446
shares
|
$38.6 Million
2.8% of portfolio
|
Q4 2025
Reduced 4.49%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
1,183,401
shares
|
$38.2 Million
18.04% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Dec 05, 2025 Q3 2025 |
1,168,550
shares
|
$37.7 Million
13.3% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
1,166,247
shares
|
$37.6 Million
8.85% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
1,164,482
shares
|
$37.6 Million
9.72% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
1,151,376
shares
|
$37.1 Million
0.31% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
1,119,655
shares
|
$36.1 Million
4.02% of portfolio
|
Q3 2025
Added 27.68%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
1,108,441
shares
|
$35.8 Million
16.81% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
1,098,324
shares
|
$35.4 Million
0.6% of portfolio
|
Q3 2025
Added 16.54%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
1,096,882
shares
|
$35.4 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,091,049
shares
|
$35.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
1,079,625
shares
|
$34.8 Million
10.4% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,078,143
shares
|
$34.8 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
1,072,853
shares
|
$34.6 Million
6.75% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
1,060,720
shares
|
$34.2 Million
2.05% of portfolio
|
Q3 2025
Added 29.89%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
1,058,587
shares
|
$34.2 Million
9.3% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
1,057,059
shares
|
$34.1 Million
5.61% of portfolio
|
Q3 2025
Added 33.22%
|
|