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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
36,023
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Added 43.52%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
35,821
shares
|
$1 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
35,543
shares
|
$994,848
0.04% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
35,493
shares
|
$993,449
0.36% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
35,445
shares
|
$992,105
0.08% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
34,885
shares
|
$976,431
0.1% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
34,603
shares
|
$968,537
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
34,507
shares
|
$965,850
0.02% of portfolio
|
Q2 2025
Reduced 93.56%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
34,318
shares
|
$960,560
0.22% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
34,305
shares
|
$960,196
0.33% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
34,144
shares
|
$955,690
0.68% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
34,055
shares
|
$953,199
0.17% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
33,744
shares
|
$944,494
0.2% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
33,699
shares
|
$943,235
0.08% of portfolio
|
Q2 2025
Added 15.81%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
33,415
shares
|
$935,285
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
33,371
shares
|
$934,054
0.14% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
33,176
shares
|
$928,596
0.08% of portfolio
|
Q2 2025
Reduced 17.48%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
33,062
shares
|
$925,405
0.11% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
33,043
shares
|
$924,873
0.06% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
32,919
shares
|
$921,402
0.01% of portfolio
|
Q3 2023
Reduced 0.34%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
32,760
shares
|
$916,952
0.3% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
32,559
shares
|
$911,326
0.29% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
32,504
shares
|
$909,786
0.33% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
32,313
shares
|
$904,440
1.26% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
32,250
shares
|
$902,677
0.35% of portfolio
|
Q2 2025
Added 0.0%
|