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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
704,287
shares
|
$22.7 Million
1.75% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
703,345
shares
|
$22.7 Million
0.51% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
703,268
shares
|
$22.7 Million
8.17% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
701,580
shares
|
$22.6 Million
15.27% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
699,012
shares
|
$22.6 Million
16.04% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
697,063
shares
|
$22.5 Million
1.91% of portfolio
|
Q3 2025
Reduced 7.22%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
692,754
shares
|
$22.3 Million
1.48% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
681,288
shares
|
$22 Million
5.61% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
679,963
shares
|
$21.9 Million
0.01% of portfolio
|
Q3 2025
Added 22.46%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
678,574
shares
|
$21.9 Million
3.75% of portfolio
|
Q1 2025
Added 20.89%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Nov 12, 2025 Q3 2025 |
670,233
shares
|
$21.6 Million
3.62% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
669,666
shares
|
$21.6 Million
2.89% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
667,343
shares
|
$21.5 Million
0.55% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
659,890
shares
|
$21.3 Million
0.19% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
651,832
shares
|
$21 Million
0.26% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
646,788
shares
|
$20.9 Million
4.5% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
646,778
shares
|
$20.9 Million
7.35% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
641,781
shares
|
$20.7 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
637,224
shares
|
$20.6 Million
0.09% of portfolio
|
Q3 2025
Added 13.83%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
636,509
shares
|
$20.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.89%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
634,496
shares
|
$20.5 Million
2.14% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
634,412
shares
|
$20.5 Million
9.09% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Nov 10, 2025 Q3 2025 |
628,764
shares
|
$20.3 Million
11.15% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
614,977
shares
|
$19.8 Million
5.43% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 06, 2025 Q3 2025 |
614,863
shares
|
$19.8 Million
11.33% of portfolio
|
Q3 2025
Added 0.95%
|
|