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 $9.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uptown Financial Advisors LLC
Dallas, TX |
Oct 15, 2025 Q3 2025 |
21,850
shares
|
$633,868
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
21,798
shares
|
$632,359
0.12% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
21,785
shares
|
$631,982
0.16% of portfolio
|
Q2 2025
Reduced 32.07%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
21,684
shares
|
$629,052
0.04% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
21,588
shares
|
$626,267
0.02% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
21,558
shares
|
$625,397
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
21,555
shares
|
$625,310
0.01% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
21,532
shares
|
$624,643
0.34% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
20,857
shares
|
$605,061
0.12% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
20,747
shares
|
$601,870
0.14% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
20,615
shares
|
$598,041
0.0% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
20,462
shares
|
$593,602
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
20,409
shares
|
$592,065
0.72% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
20,255
shares
|
$587,597
0.14% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
19,981
shares
|
$579,648
0.26% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
19,925
shares
|
$578,024
0.07% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Resolute Advisors LLC
|
Aug 07, 2025 Q2 2025 |
19,794
shares
|
$574,223
0.14% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
19,764
shares
|
$573,353
0.08% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
19,689
shares
|
$571,177
0.2% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
19,533
shares
|
$566,652
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
19,344
shares
|
$561,169
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
19,339
shares
|
$561,024
0.07% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
19,207
shares
|
$557,195
0.22% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Aug 14, 2025 Q2 2025 |
19,164
shares
|
$555,947
0.42% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
19,080
shares
|
$553,510
0.03% of portfolio
|
Q4 2024
Added 200.0%
|