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 963 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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
47,364
shares
|
$1.33 Million
0.06% of portfolio
|
Q4 2024
Added 197.2%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
47,056
shares
|
$1.32 Million
0.35% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
46,299
shares
|
$1.3 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
46,166
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
46,050
shares
|
$1.29 Million
0.95% of portfolio
|
Q4 2024
Added 193.97%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
45,979
shares
|
$1.29 Million
0.22% of portfolio
|
Q2 2025
Added 43.23%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
45,908
shares
|
$1.28 Million
0.39% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
45,691
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.44%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
45,685
shares
|
$1.28 Million
0.6% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
45,526
shares
|
$1.27 Million
0.3% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
45,425
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
45,129
shares
|
$1.26 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
44,980
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
44,612
shares
|
$1.25 Million
1.48% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
44,359
shares
|
$1.24 Million
0.09% of portfolio
|
Q1 2025
Reduced 22.81%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
44,115
shares
|
$1.23 Million
0.11% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
43,747
shares
|
$1.22 Million
0.16% of portfolio
|
Q2 2025
Added 1801.22%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
43,732
shares
|
$1.22 Million
0.22% of portfolio
|
Q2 2025
Added 216.51%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
43,157
shares
|
$1.21 Million
0.36% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
43,156
shares
|
$1.21 Million
0.13% of portfolio
|
Q2 2025
Added 289.85%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
43,114
shares
|
$1.21 Million
1.21% of portfolio
|
Q2 2025
Added 25.32%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
42,918
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
42,565
shares
|
$1.19 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
42,558
shares
|
$1.19 Million
0.13% of portfolio
|
Q1 2025
Added 93.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
42,474
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.02%
|