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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
15,276
shares
|
$427,575
0.02% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,120
shares
|
$423,208
0.04% of portfolio
|
Q3 2022
Reduced 1.32%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
15,106
shares
|
$422,816
0.08% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
15,096
shares
|
$422,537
0.01% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
15,055
shares
|
$421,389
0.01% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
15,029
shares
|
$420,661
0.04% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
14,978
shares
|
$419,234
0.07% of portfolio
|
Q2 2025
Added 18.53%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jul 25, 2025 Q2 2025 |
14,924
shares
|
$417,722
0.27% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
14,911
shares
|
$417,358
0.19% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
14,910
shares
|
$417,330
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Investment Strategies, LLC
|
Jul 28, 2025 Q2 2025 |
14,794
shares
|
$414,084
0.29% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
14,740
shares
|
$412,572
0.02% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
14,688
shares
|
$411,117
0.0% of portfolio
|
Q2 2025
Reduced 8.26%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
14,603
shares
|
$408,737
0.02% of portfolio
|
Q2 2025
Reduced 13.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
14,586
shares
|
$408,262
0.01% of portfolio
|
Q2 2025
Added 26.9%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Aug 13, 2025 Q2 2025 |
14,439
shares
|
$404,147
0.3% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
14,356
shares
|
$401,824
0.24% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
14,269
shares
|
$399,389
0.05% of portfolio
|
Q2 2023
Reduced 30.25%
|
|
|
Brickley Wealth Management
|
Aug 07, 2025 Q2 2025 |
14,112
shares
|
$394,994
0.08% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
14,083
shares
|
$394,183
0.02% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
14,024
shares
|
$392,531
0.08% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
13,953
shares
|
$390,544
0.16% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
13,907
shares
|
$389,256
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
13,833
shares
|
$387,185
0.06% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
13,828
shares
|
$387,045
0.01% of portfolio
|
Q2 2025
Added 0.02%
|