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 961 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 $9.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
35,543
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
35,493
shares
|
$1.03 Million
0.36% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
35,445
shares
|
$1.03 Million
0.08% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
35,428
shares
|
$1.03 Million
0.29% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
34,885
shares
|
$1.01 Million
0.1% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
34,507
shares
|
$1 Million
0.02% of portfolio
|
Q2 2025
Reduced 93.56%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
34,318
shares
|
$995,565
0.22% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
34,305
shares
|
$995,188
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
|
$990,517
0.68% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
33,948
shares
|
$984,831
0.17% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
33,744
shares
|
$978,913
0.2% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
33,699
shares
|
$977,607
0.08% of portfolio
|
Q2 2025
Added 15.81%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
33,640
shares
|
$975,896
0.11% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
33,415
shares
|
$969,369
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
33,371
shares
|
$968,092
0.14% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
33,176
shares
|
$962,435
0.08% of portfolio
|
Q2 2025
Reduced 17.48%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
33,062
shares
|
$959,128
0.11% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
33,043
shares
|
$958,577
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
|
$954,980
0.01% of portfolio
|
Q3 2023
Reduced 0.34%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
32,760
shares
|
$950,367
0.3% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
32,559
shares
|
$944,536
0.29% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
32,313
shares
|
$937,400
1.26% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
32,250
shares
|
$935,572
0.35% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
32,201
shares
|
$934,151
0.08% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
31,818
shares
|
$923,040
0.02% of portfolio
|
Q4 2024
Added 328.58%
|