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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
804,785
shares
|
$26 Million
9.41% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
804,729
shares
|
$26 Million
2.07% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
795,518
shares
|
$25.7 Million
12.24% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
788,077
shares
|
$25.4 Million
7.65% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
787,711
shares
|
$25.4 Million
18.65% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
783,217
shares
|
$25.3 Million
4.17% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
775,275
shares
|
$25 Million
5.35% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Oct 22, 2025 Q3 2025 |
770,222
shares
|
$24.8 Million
9.59% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
769,125
shares
|
$24.8 Million
0.12% of portfolio
|
Q3 2025
Added 19.07%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
753,407
shares
|
$24.3 Million
3.39% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
743,274
shares
|
$24 Million
1.2% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Financial Counselors Inc
|
Nov 06, 2025 Q3 2025 |
740,237
shares
|
$23.9 Million
31.43% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
736,795
shares
|
$23.8 Million
0.39% of portfolio
|
Q3 2025
Added 44.85%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
736,753
shares
|
$23.8 Million
0.15% of portfolio
|
Q2 2025
Added 100.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
731,202
shares
|
$23.6 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
723,101
shares
|
$23.3 Million
7.83% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
722,745
shares
|
$23.3 Million
2.52% of portfolio
|
Q3 2025
Reduced 10.08%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
722,280
shares
|
$23.3 Million
13.35% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
720,297
shares
|
$23.2 Million
4.38% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
719,262
shares
|
$23.2 Million
5.72% of portfolio
|
Q3 2025
Added 39.12%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
718,571
shares
|
$23.2 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
714,198
shares
|
$23 Million
13.44% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
711,765
shares
|
$23 Million
3.81% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
707,571
shares
|
$22.8 Million
11.14% of portfolio
|
Q3 2025
Reduced 11.1%
|
|