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 |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
31,756
shares
|
$921,241
0.1% of portfolio
|
Q2 2025
Added 28.63%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
31,732
shares
|
$920,545
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
31,462
shares
|
$912,712
0.08% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
31,307
shares
|
$908,216
0.1% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
30,970
shares
|
$898,439
0.02% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
30,902
shares
|
$896,467
0.0% of portfolio
|
Q2 2025
Added 202.01%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
30,818
shares
|
$894,030
0.45% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
30,533
shares
|
$885,762
0.05% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
30,452
shares
|
$883,412
0.07% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
30,171
shares
|
$875,260
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
30,066
shares
|
$872,214
0.25% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
30,001
shares
|
$870,329
0.01% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
29,778
shares
|
$863,859
0.74% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
29,776
shares
|
$863,801
0.01% of portfolio
|
Q2 2025
Added 30.49%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
29,725
shares
|
$862,322
0.15% of portfolio
|
Q2 2025
Reduced 40.85%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
29,220
shares
|
$847,672
0.28% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
29,156
shares
|
$845,815
0.29% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
28,954
shares
|
$839,955
0.16% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
28,814
shares
|
$835,894
0.03% of portfolio
|
Q2 2025
Reduced 14.94%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
28,770
shares
|
$834,617
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
28,671
shares
|
$831,745
0.67% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
28,650
shares
|
$831,136
0.01% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
28,355
shares
|
$822,578
0.01% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
28,207
shares
|
$818,285
0.17% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
27,928
shares
|
$810,191
0.12% of portfolio
|
Q3 2025
Added 9.03%
|