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 |
|---|---|---|---|---|---|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
95,101
shares
|
$2.66 Million
2.42% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Schaeffer Financial LLC
|
Jul 18, 2025 Q2 2025 |
94,054
shares
|
$2.63 Million
2.54% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Sja Financial Advisory, LLC
|
Aug 06, 2025 Q2 2025 |
93,925
shares
|
$2.63 Million
1.79% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
93,257
shares
|
$2.61 Million
0.04% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
93,239
shares
|
$2.61 Million
3.99% of portfolio
|
Q2 2023
Added 93139.0%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
92,987
shares
|
$2.6 Million
1.78% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
92,012
shares
|
$2.58 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
91,317
shares
|
$2.56 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
90,654
shares
|
$2.54 Million
1.43% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
88,290
shares
|
$2.47 Million
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
88,259
shares
|
$2.47 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
87,883
shares
|
$2.46 Million
0.27% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
87,088
shares
|
$2.44 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
85,277
shares
|
$2.39 Million
0.05% of portfolio
|
Q2 2025
Added 26.32%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
85,136
shares
|
$2.38 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
85,054
shares
|
$2.38 Million
0.51% of portfolio
|
Q2 2025
Added 14.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
84,726
shares
|
$2.37 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
83,720
shares
|
$2.34 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
83,684
shares
|
$2.34 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
83,495
shares
|
$2.34 Million
0.02% of portfolio
|
Q2 2025
Added 111.24%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
82,722
shares
|
$2.32 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
81,876
shares
|
$2.29 Million
1.84% of portfolio
|
Q2 2025
Reduced 33.92%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
81,306
shares
|
$2.28 Million
0.45% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
80,945
shares
|
$2.27 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.26%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
80,610
shares
|
$2.26 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.72%
|