Institutional Ownership Schwab Strategic Tr Us Large C (SCHV)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHV). We have compiled data on the 965 institutions that hold shares in the stock, with a total of 342 Million shares, which have been reported (via 13F filing form) to have a value of $9.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grant
|
May 01, 2025 Q1 2025 |
122,650
shares
|
$3.43 Million
1.92% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
121,260
shares
|
$3.39 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
120,742
shares
|
$3.38 Million
0.04% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
120,449
shares
|
$3.37 Million
1.21% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
119,667
shares
|
$3.35 Million
0.0% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
117,652
shares
|
$3.29 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Barden Capital Management, Inc.
|
Jul 28, 2025 Q2 2025 |
116,658
shares
|
$3.27 Million
2.83% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
114,779
shares
|
$3.21 Million
0.0% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
114,592
shares
|
$3.21 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
111,981
shares
|
$3.13 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
108,600
shares
|
$3.04 Million
0.07% of portfolio
|
Q2 2025
Added 1045.93%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
107,764
shares
|
$3.02 Million
0.09% of portfolio
|
Q2 2025
Reduced 33.16%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
107,734
shares
|
$3.02 Million
0.41% of portfolio
|
Q2 2025
Added 72.15%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
107,100
shares
|
$3 Million
0.0% of portfolio
|
Q2 2025
Added 395.83%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
107,093
shares
|
$3 Million
0.06% of portfolio
|
Q2 2025
Added 329.42%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
105,573
shares
|
$2.95 Million
1.39% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
105,142
shares
|
$2.94 Million
1.46% of portfolio
|
Q2 2025
Reduced 15.37%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
104,795
shares
|
$2.93 Million
1.24% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
104,124
shares
|
$2.91 Million
0.19% of portfolio
|
Q4 2024
Added 199.57%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
101,136
shares
|
$2.83 Million
0.42% of portfolio
|
Q3 2022
Reduced 1.72%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
100,916
shares
|
$2.82 Million
0.04% of portfolio
|
Q2 2025
Added 759.81%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
99,653
shares
|
$2.79 Million
0.21% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
99,627
shares
|
$2.79 Million
1.26% of portfolio
|
Q4 2024
Added 203.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
98,409
shares
|
$2.75 Million
0.01% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
95,359
shares
|
$2.67 Million
2.16% of portfolio
|
Q2 2025
Reduced 0.23%
|