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 |
|---|---|---|---|---|---|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
16,928
shares
|
$473,814
0.15% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
16,911
shares
|
$473,338
0.31% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
16,774
shares
|
$469,504
0.29% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
16,688
shares
|
$467,097
0.01% of portfolio
|
Q2 2022
Reduced 0.95%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
16,355
shares
|
$457,776
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
16,296
shares
|
$456,125
0.01% of portfolio
|
Q2 2025
Added 1271.72%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
16,086
shares
|
$450,247
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
16,069
shares
|
$449,771
0.03% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
15,950
shares
|
$446,440
0.22% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
15,950
shares
|
$446,440
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
15,885
shares
|
$444,621
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Aug 05, 2025 Q2 2025 |
15,778
shares
|
$441,626
0.28% of portfolio
|
Q2 2025
Reduced 25.62%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
15,756
shares
|
$441,010
0.07% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
15,745
shares
|
$440,702
0.02% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
15,637
shares
|
$437,679
0.04% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
15,618
shares
|
$437,147
0.18% of portfolio
|
Q3 2024
Added 19.84%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
15,541
shares
|
$434,992
0.35% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Aug 13, 2025 Q2 2025 |
15,518
shares
|
$434,348
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
15,493
shares
|
$433,649
0.19% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
15,490
shares
|
$433,565
0.0% of portfolio
|
Q2 2025
Reduced 56.91%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
15,435
shares
|
$432,025
0.0% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,370
shares
|
$430,206
0.08% of portfolio
|
Q4 2023
Reduced 1.78%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
15,345
shares
|
$429,506
0.07% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
15,313
shares
|
$428,610
0.03% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
15,292
shares
|
$428,023
0.01% of portfolio
|
Q2 2025
Added 39.18%
|