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 943 institutions that hold shares in the stock, with a total of 337 Million shares, which have been reported (via 13F filing form) to have a value of $9.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,729,927
shares
|
$48.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,645,478
shares
|
$46.3 Million
0.01% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
1,638,296
shares
|
$46.1 Million
13.98% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
1,619,109
shares
|
$45.6 Million
0.66% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
1,537,451
shares
|
$43.3 Million
8.65% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
1,494,078
shares
|
$42.1 Million
1.81% of portfolio
|
Q1 2025
Added 10.04%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
1,396,345
shares
|
$39.3 Million
7.47% of portfolio
|
Q2 2025
Reduced 12.11%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jul 22, 2025 Q2 2025 |
1,276,023
shares
|
$35.9 Million
18.82% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
1,241,309
shares
|
$35 Million
0.41% of portfolio
|
Q1 2025
Reduced 18.26%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
1,223,119
shares
|
$34.4 Million
4.89% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,204,671
shares
|
$33.9 Million
2.95% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,180,973
shares
|
$33.3 Million
0.06% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Northern Capital Management, Inc.
|
May 09, 2025 Q1 2025 |
1,175,952
shares
|
$33.1 Million
20.38% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
1,158,876
shares
|
$32.6 Million
17.74% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
1,147,810
shares
|
$32.3 Million
4.38% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
1,135,998
shares
|
$32 Million
9.65% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
1,133,889
shares
|
$31.9 Million
2.61% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
1,125,858
shares
|
$31.7 Million
0.13% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
1,105,978
shares
|
$31.1 Million
9.58% of portfolio
|
Q1 2025
Reduced 13.47%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
1,103,342
shares
|
$31.1 Million
10.57% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
1,102,992
shares
|
$31.1 Million
0.79% of portfolio
|
Q1 2025
Added 1943.41%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,086,761
shares
|
$30.6 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
1,051,045
shares
|
$29.6 Million
8.79% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
1,046,391
shares
|
$29.5 Million
4.86% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,025,849
shares
|
$28.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.57%
|