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 341 Million shares, which have been reported (via 13F filing form) to have a value of $9.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
1,815,693
shares
|
$51.7 Million
0.29% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
1,733,326
shares
|
$49.3 Million
0.4% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
1,732,941
shares
|
$49.3 Million
0.68% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
1,646,926
shares
|
$46.9 Million
12.78% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
1,537,451
shares
|
$43.8 Million
8.65% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,449,963
shares
|
$41.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.88%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
1,396,345
shares
|
$39.7 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
|
$36.3 Million
18.82% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,227,430
shares
|
$34.9 Million
0.06% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,204,671
shares
|
$34.3 Million
2.95% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Aug 04, 2025 Q2 2025 |
1,163,659
shares
|
$33.1 Million
17.11% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
1,155,974
shares
|
$32.9 Million
0.38% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,149,933
shares
|
$32.7 Million
0.01% of portfolio
|
Q2 2025
Added 12.1%
|
|
|
Northern Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
1,148,887
shares
|
$32.7 Million
18.7% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
1,138,942
shares
|
$32.4 Million
2.51% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,136,285
shares
|
$32.3 Million
9.3% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
1,128,108
shares
|
$32.1 Million
4.15% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
1,125,858
shares
|
$32 Million
0.13% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
1,110,461
shares
|
$31.6 Million
8.24% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
1,103,342
shares
|
$31.4 Million
10.57% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
1,067,441
shares
|
$30.4 Million
4.88% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
1,062,422
shares
|
$30.2 Million
0.31% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 04, 2025 Q2 2025 |
1,050,718
shares
|
$29.9 Million
8.71% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
1,029,594
shares
|
$29.3 Million
4.43% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
995,771
shares
|
$28.3 Million
0.05% of portfolio
|
Q2 2025
Added 39.17%
|