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 |
|---|---|---|---|---|---|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
67,399
shares
|
$1.89 Million
0.59% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
67,383
shares
|
$1.89 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
67,339
shares
|
$1.88 Million
1.08% of portfolio
|
Q4 2024
Added 222.83%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
67,062
shares
|
$1.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.59%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
65,296
shares
|
$1.83 Million
0.06% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
65,165
shares
|
$1.82 Million
0.02% of portfolio
|
Q2 2025
Reduced 43.7%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
64,665
shares
|
$1.81 Million
0.04% of portfolio
|
Q2 2025
Added 703.09%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
63,751
shares
|
$1.78 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
63,437
shares
|
$1.78 Million
0.24% of portfolio
|
Q2 2025
Reduced 20.75%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
63,142
shares
|
$1.77 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
62,732
shares
|
$1.76 Million
0.51% of portfolio
|
Q4 2023
Added 1.46%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
62,430
shares
|
$1.75 Million
0.04% of portfolio
|
Q2 2025
Reduced 24.74%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
62,114
shares
|
$1.74 Million
1.14% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
60,818
shares
|
$1.7 Million
0.45% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
60,167
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
60,042
shares
|
$1.68 Million
2.9% of portfolio
|
Q1 2023
Reduced 2.82%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
58,481
shares
|
$1.64 Million
0.03% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
58,128
shares
|
$1.63 Million
0.71% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
57,881
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Added 128.31%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
57,475
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.01%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
57,401
shares
|
$1.61 Million
0.31% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
57,185
shares
|
$1.6 Million
0.08% of portfolio
|
Q2 2025
Added 29225.64%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
56,717
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2023
Reduced 3.03%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
56,339
shares
|
$1.58 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
55,670
shares
|
$1.56 Million
1.0% of portfolio
|
Q2 2025
Added 0.1%
|