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 |
|---|---|---|---|---|---|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
19,036
shares
|
$554,137
0.4% of portfolio
|
Q2 2023
Reduced 1.0%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
18,809
shares
|
$547,529
0.95% of portfolio
|
Q2 2022
Added 1.07%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
18,618
shares
|
$541,969
0.03% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
18,574
shares
|
$540,689
0.0% of portfolio
|
Q2 2025
Reduced 34.61%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
18,384
shares
|
$535,158
0.04% of portfolio
|
Q2 2025
Reduced 46.42%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
18,327
shares
|
$533,498
0.01% of portfolio
|
Q2 2025
Added 21.43%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
18,210
shares
|
$530,093
0.08% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
18,210
shares
|
$530,093
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
17,865
shares
|
$520,050
0.13% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
17,766
shares
|
$517,168
0.02% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
17,689
shares
|
$514,926
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
17,539
shares
|
$510,560
0.44% of portfolio
|
Q2 2025
Reduced 37.99%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
17,503
shares
|
$509,512
0.02% of portfolio
|
Q2 2025
Reduced 57.78%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
17,497
shares
|
$509,337
0.07% of portfolio
|
Q4 2024
Added 201.67%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
17,389
shares
|
$506,193
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
17,386
shares
|
$506,106
0.04% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
17,301
shares
|
$503,632
0.06% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
17,298
shares
|
$503,544
0.13% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
17,284
shares
|
$503,137
0.04% of portfolio
|
Q1 2025
Reduced 11.52%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
17,160
shares
|
$499,527
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
17,125
shares
|
$498,508
0.31% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
17,036
shares
|
$495,917
0.14% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
16,966
shares
|
$493,880
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
16,935
shares
|
$492,977
0.04% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
16,928
shares
|
$492,774
0.15% of portfolio
|
Q2 2025
Reduced 10.34%
|