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 |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
1,044,100
shares
|
$33.7 Million
4.96% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
1,035,586
shares
|
$33.4 Million
8.36% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
1,016,583
shares
|
$32.8 Million
5.14% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
1,008,318
shares
|
$32.5 Million
17.95% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
1,004,436
shares
|
$32.4 Million
13.29% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
996,403
shares
|
$32.1 Million
4.6% of portfolio
|
Q3 2025
Added 69.36%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
987,688
shares
|
$31.9 Million
11.97% of portfolio
|
Q3 2025
Added 13.37%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
981,963
shares
|
$31.7 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
971,044
shares
|
$31.3 Million
0.93% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
954,749
shares
|
$30.8 Million
0.02% of portfolio
|
Q3 2025
Added 29.53%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
949,143
shares
|
$30.6 Million
0.84% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
924,651
shares
|
$29.8 Million
1.47% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
917,828
shares
|
$29.6 Million
5.21% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
907,822
shares
|
$29.3 Million
3.44% of portfolio
|
Q2 2025
Added 16.92%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
906,574
shares
|
$29.2 Million
0.71% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
902,268
shares
|
$29.1 Million
2.61% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
901,382
shares
|
$29.1 Million
0.15% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
894,867
shares
|
$28.9 Million
7.9% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
891,798
shares
|
$28.8 Million
2.04% of portfolio
|
Q3 2025
Added 8.99%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
854,513
shares
|
$27.6 Million
4.22% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
852,869
shares
|
$27.5 Million
0.58% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
845,631
shares
|
$27.3 Million
1.45% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
844,286
shares
|
$27.2 Million
4.89% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
827,665
shares
|
$26.7 Million
1.04% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
815,791
shares
|
$26.3 Million
8.5% of portfolio
|
Q3 2025
Added 2.34%
|
|