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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
32,201
shares
|
$901,305
0.08% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
31,980
shares
|
$895,120
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
31,818
shares
|
$890,585
0.02% of portfolio
|
Q4 2024
Added 328.58%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
31,756
shares
|
$888,850
0.1% of portfolio
|
Q2 2025
Added 28.63%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
31,732
shares
|
$888,178
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
31,462
shares
|
$880,621
0.08% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
31,166
shares
|
$872,336
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
30,970
shares
|
$866,850
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
|
$864,946
0.0% of portfolio
|
Q2 2025
Added 202.01%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
30,818
shares
|
$862,595
0.45% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
30,651
shares
|
$857,921
0.11% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
30,452
shares
|
$852,351
0.07% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
30,171
shares
|
$844,486
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
30,066
shares
|
$841,547
0.25% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
30,001
shares
|
$839,727
0.01% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
29,778
shares
|
$833,486
0.74% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
29,776
shares
|
$833,430
0.01% of portfolio
|
Q2 2025
Added 30.49%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
29,725
shares
|
$832,002
0.15% of portfolio
|
Q2 2025
Reduced 40.85%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
29,251
shares
|
$818,735
0.06% of portfolio
|
Q2 2025
Reduced 26.38%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
29,220
shares
|
$817,867
0.28% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
29,156
shares
|
$816,076
0.29% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
28,954
shares
|
$810,422
0.16% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
28,814
shares
|
$806,503
0.03% of portfolio
|
Q2 2025
Reduced 14.94%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
28,770
shares
|
$805,272
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
28,671
shares
|
$802,501
0.67% of portfolio
|
Q2 2025
Added 0.2%
|