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 |
|---|---|---|---|---|---|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
611,822
shares
|
$19.7 Million
2.94% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
610,354
shares
|
$19.7 Million
0.95% of portfolio
|
Q3 2022
Added 191.37%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
605,028
shares
|
$19.5 Million
4.1% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
603,828
shares
|
$19.5 Million
6.97% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
598,096
shares
|
$19.3 Million
11.91% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Nov 04, 2025 Q3 2025 |
589,459
shares
|
$19 Million
0.65% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
588,716
shares
|
$19 Million
6.96% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
588,301
shares
|
$19 Million
0.0% of portfolio
|
Q3 2025
Added 75.45%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
587,142
shares
|
$18.9 Million
0.95% of portfolio
|
Q3 2025
Added 12.57%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Nov 12, 2025 Q3 2025 |
579,801
shares
|
$18.7 Million
6.37% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
577,286
shares
|
$18.6 Million
7.71% of portfolio
|
Q3 2025
Added 14.83%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
573,926
shares
|
$18.5 Million
1.1% of portfolio
|
Q3 2025
Added 12.97%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Oct 20, 2025 Q3 2025 |
573,688
shares
|
$18.5 Million
9.33% of portfolio
|
Q3 2025
Added 13.01%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
564,394
shares
|
$18.2 Million
0.73% of portfolio
|
Q3 2025
Reduced 8.67%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
558,074
shares
|
$18 Million
0.23% of portfolio
|
Q3 2025
Added 31.87%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
554,598
shares
|
$17.9 Million
6.1% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Payne Capital Management, LLC
New York, NY |
Dec 01, 2025 Q3 2025 |
549,981
shares
|
$17.7 Million
5.65% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
547,201
shares
|
$17.7 Million
8.87% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
545,868
shares
|
$17.6 Million
2.08% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
542,144
shares
|
$17.5 Million
1.18% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
542,009
shares
|
$17.5 Million
0.13% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
536,365
shares
|
$17.3 Million
0.27% of portfolio
|
Q3 2025
Added 10.42%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
530,347
shares
|
$17.1 Million
1.92% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
524,856
shares
|
$16.9 Million
2.09% of portfolio
|
Q3 2025
Added 81.05%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
522,868
shares
|
$16.9 Million
8.97% of portfolio
|
Q2 2025
Added 11.61%
|
|