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 |
|---|---|---|---|---|---|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
42,320
shares
|
$1.18 Million
1.03% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
42,099
shares
|
$1.18 Million
0.51% of portfolio
|
Q2 2025
Added 53.93%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
42,044
shares
|
$1.18 Million
0.11% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
41,959
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2023
Reduced 0.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,762
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
41,506
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
41,376
shares
|
$1.16 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
41,126
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2025
Added 84.4%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
41,110
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2024
Reduced 6.47%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
40,960
shares
|
$1.15 Million
0.22% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
40,834
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.23%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
40,755
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Knuff & CO LLC
Foster City, CA |
Aug 13, 2025 Q2 2025 |
40,638
shares
|
$1.14 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
40,424
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
40,298
shares
|
$1.13 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
40,241
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
40,151
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
40,070
shares
|
$1.12 Million
0.36% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
39,999
shares
|
$1.12 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
38,810
shares
|
$1.09 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
38,448
shares
|
$1.08 Million
0.57% of portfolio
|
Q2 2025
Added 21.2%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
37,201
shares
|
$1.04 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
36,425
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
36,309
shares
|
$1.02 Million
0.2% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
36,093
shares
|
$1.01 Million
0.32% of portfolio
|
Q2 2025
Reduced 7.65%
|