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 |
|---|---|---|---|---|---|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
13,660
shares
|
$382,343
0.21% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
13,597
shares
|
$380,580
0.13% of portfolio
|
Q3 2024
Added 25.26%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
13,576
shares
|
$379,992
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
13,546
shares
|
$379,152
0.26% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
13,538
shares
|
$378,928
0.04% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
13,446
shares
|
$376,353
0.01% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
13,438
shares
|
$376,129
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
13,341
shares
|
$373,414
0.2% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
13,338
shares
|
$373,330
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
13,277
shares
|
$371,623
0.1% of portfolio
|
Q1 2023
Reduced 66.66%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
13,244
shares
|
$370,699
0.25% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
13,229
shares
|
$370,279
0.06% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
13,224
shares
|
$370,139
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
13,151
shares
|
$368,096
0.19% of portfolio
|
Q1 2025
Added 24.54%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
13,111
shares
|
$366,976
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
13,109
shares
|
$366,920
0.54% of portfolio
|
Q2 2022
Added 11.83%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
13,074
shares
|
$365,941
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
13,026
shares
|
$364,597
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Aug 12, 2025 Q2 2025 |
13,019
shares
|
$364,401
0.21% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
13,000
shares
|
$363,870
0.0% of portfolio
|
Q2 2025
Added 116.67%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
12,952
shares
|
$362,526
0.0% of portfolio
|
Q2 2025
Added 27.42%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
12,878
shares
|
$360,455
0.08% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
12,816
shares
|
$358,719
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
12,789
shares
|
$357,964
0.18% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
12,751
shares
|
$356,900
0.01% of portfolio
|
Q1 2025
Reduced 88.75%
|