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 |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
79,891
shares
|
$2.24 Million
0.06% of portfolio
|
Q2 2025
Reduced 16.69%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
79,597
shares
|
$2.23 Million
0.06% of portfolio
|
Q2 2025
Reduced 16.72%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
79,468
shares
|
$2.22 Million
1.71% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
79,231
shares
|
$2.22 Million
0.07% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
78,760
shares
|
$2.2 Million
1.48% of portfolio
|
Q2 2025
Added 11.45%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
78,280
shares
|
$2.19 Million
0.22% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
77,953
shares
|
$2.18 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
77,563
shares
|
$2.17 Million
1.18% of portfolio
|
Q2 2025
Reduced 46.63%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
76,482
shares
|
$2.14 Million
0.06% of portfolio
|
Q2 2025
Reduced 43.3%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
76,437
shares
|
$2.14 Million
0.09% of portfolio
|
Q4 2024
Added 216.81%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
76,417
shares
|
$2.14 Million
0.68% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
75,466
shares
|
$2.11 Million
0.44% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
75,432
shares
|
$2.11 Million
0.39% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
73,805
shares
|
$2.07 Million
0.44% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
73,795
shares
|
$2.07 Million
0.03% of portfolio
|
Q2 2025
Reduced 37.2%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
73,186
shares
|
$2.05 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
71,187
shares
|
$1.99 Million
0.69% of portfolio
|
Q4 2024
Added 193.57%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
69,640
shares
|
$1.95 Million
0.95% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
69,481
shares
|
$1.94 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
68,938
shares
|
$1.93 Million
0.15% of portfolio
|
Q2 2025
Reduced 11.09%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
68,617
shares
|
$1.92 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
68,525
shares
|
$1.92 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
68,461
shares
|
$1.92 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
67,891
shares
|
$1.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
67,729
shares
|
$1.9 Million
0.24% of portfolio
|
Q2 2025
Added 0.55%
|