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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
25,226
shares
|
$706,075
0.01% of portfolio
|
Q2 2025
Added 12.51%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
24,947
shares
|
$698,266
0.25% of portfolio
|
Q4 2024
Added 194.08%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
24,764
shares
|
$693,144
0.41% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
24,759
shares
|
$693,004
0.08% of portfolio
|
Q2 2025
Added 26.91%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
24,652
shares
|
$690,009
0.0% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
24,570
shares
|
$687,714
0.12% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
24,546
shares
|
$687,042
0.05% of portfolio
|
Q4 2023
Reduced 8.31%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
24,347
shares
|
$681,472
0.14% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
24,250
shares
|
$678,757
0.03% of portfolio
|
Q2 2025
Added 17.68%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
24,237
shares
|
$678,393
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
24,237
shares
|
$678,393
0.17% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
24,212
shares
|
$677,693
0.17% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
24,194
shares
|
$677,190
0.02% of portfolio
|
Q2 2025
Added 24.58%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
24,088
shares
|
$674,223
0.47% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
23,933
shares
|
$669,884
0.58% of portfolio
|
Q4 2022
Added 5.75%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
23,657
shares
|
$662,159
0.0% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
23,656
shares
|
$662,131
0.25% of portfolio
|
Q2 2025
Reduced 17.8%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
23,610
shares
|
$660,843
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
|
$657,261
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
23,151
shares
|
$647,996
0.15% of portfolio
|
Q2 2025
Added 15.97%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
23,136
shares
|
$647,576
0.39% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
22,822
shares
|
$638,787
0.22% of portfolio
|
Q2 2025
Added 436.48%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
22,712
shares
|
$635,708
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
22,608
shares
|
$632,797
0.07% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
22,372
shares
|
$626,192
0.05% of portfolio
|
Q2 2025
Reduced 5.16%
|