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 |
|---|---|---|---|---|---|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
24,759
shares
|
$718,258
0.08% of portfolio
|
Q2 2025
Added 26.91%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
24,652
shares
|
$715,154
0.0% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
24,563
shares
|
$712,572
0.02% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
24,546
shares
|
$712,079
0.05% of portfolio
|
Q4 2023
Reduced 8.31%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
24,483
shares
|
$710,251
0.12% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Simon Quick Advisors, LLC
|
Oct 08, 2025 Q2 2025 |
24,445
shares
|
$709,149
0.03% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
24,347
shares
|
$706,306
0.14% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
24,250
shares
|
$703,492
0.03% of portfolio
|
Q2 2025
Added 17.68%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
24,237
shares
|
$703,115
0.17% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
24,237
shares
|
$703,115
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
24,212
shares
|
$702,390
0.17% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
24,088
shares
|
$698,792
0.47% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
23,933
shares
|
$694,296
0.58% of portfolio
|
Q4 2022
Added 5.75%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
23,657
shares
|
$686,289
0.0% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
23,656
shares
|
$686,260
0.25% of portfolio
|
Q2 2025
Reduced 17.8%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
23,610
shares
|
$684,926
0.17% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
23,482
shares
|
$681,212
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
23,151
shares
|
$671,610
0.15% of portfolio
|
Q2 2025
Added 15.97%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
23,136
shares
|
$671,175
0.39% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
23,122
shares
|
$670,769
0.02% of portfolio
|
Q3 2025
Reduced 43.78%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
22,822
shares
|
$662,066
0.22% of portfolio
|
Q2 2025
Added 436.48%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
22,608
shares
|
$655,858
0.07% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
22,372
shares
|
$649,011
0.05% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
21,926
shares
|
$636,073
0.32% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
21,922
shares
|
$635,957
0.17% of portfolio
|
Q3 2025
Added 0.26%
|