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 |
|---|---|---|---|---|---|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
28,650
shares
|
$801,913
0.01% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
28,355
shares
|
$793,656
0.01% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
28,207
shares
|
$789,513
0.17% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
27,900
shares
|
$780,921
0.02% of portfolio
|
Q2 2025
Added 53.45%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
27,546
shares
|
$771,012
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
26,978
shares
|
$755,114
0.02% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
26,703
shares
|
$747,416
0.44% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Aug 05, 2025 Q2 2025 |
26,475
shares
|
$741,035
0.85% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
26,451
shares
|
$740,363
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
26,347
shares
|
$737,452
0.41% of portfolio
|
Q2 2025
Reduced 23.66%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
26,274
shares
|
$735,409
1.64% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
26,265
shares
|
$735,157
0.14% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
26,104
shares
|
$730,650
0.04% of portfolio
|
Q4 2024
Added 505.66%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
25,973
shares
|
$726,984
0.0% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 28, 2025 Q2 2025 |
25,955
shares
|
$726,480
0.8% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
25,939
shares
|
$726,032
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
25,875
shares
|
$724,241
0.17% of portfolio
|
Q2 2023
Reduced 0.29%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
25,794
shares
|
$721,974
0.01% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
25,614
shares
|
$716,935
0.09% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
25,528
shares
|
$714,528
0.05% of portfolio
|
Q1 2024
Reduced 4.6%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
25,482
shares
|
$713,241
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
25,450
shares
|
$712,345
0.56% of portfolio
|
Q1 2025
Added 218.44%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
25,436
shares
|
$711,953
0.17% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
25,344
shares
|
$709,378
0.03% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
25,319
shares
|
$708,678
0.01% of portfolio
|
Q2 2025
Added 2667.1%
|