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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
55,331
shares
|
$1.55 Million
0.03% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
55,223
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.02%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
54,851
shares
|
$1.54 Million
0.1% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
54,608
shares
|
$1.53 Million
0.2% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
54,605
shares
|
$1.53 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
53,648
shares
|
$1.5 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
53,640
shares
|
$1.5 Million
0.43% of portfolio
|
Q2 2025
Reduced 40.65%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
53,583
shares
|
$1.5 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
52,860
shares
|
$1.48 Million
0.31% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
52,332
shares
|
$1.46 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
51,725
shares
|
$1.45 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
49,666
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
49,563
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Added 39.97%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
49,466
shares
|
$1.38 Million
0.98% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
48,802
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
48,794
shares
|
$1.37 Million
0.1% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
48,749
shares
|
$1.36 Million
0.19% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
48,623
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
48,530
shares
|
$1.36 Million
0.7% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
48,495
shares
|
$1.36 Million
0.37% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
47,942
shares
|
$1.34 Million
0.49% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
47,805
shares
|
$1.34 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
47,718
shares
|
$1.34 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
47,694
shares
|
$1.33 Million
0.09% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
47,411
shares
|
$1.33 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.36%
|