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 |
|---|---|---|---|---|---|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Jul 16, 2025 Q2 2025 |
12,660
shares
|
$368,532
0.35% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jul 16, 2025 Q2 2025 |
12,660
shares
|
$368,532
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
12,647
shares
|
$368,154
0.07% of portfolio
|
Q2 2025
Added 128.12%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
12,542
shares
|
$365,097
0.0% of portfolio
|
Q2 2025
Added 2712.11%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
12,535
shares
|
$364,893
0.0% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
12,461
shares
|
$362,739
0.02% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
12,440
shares
|
$362,128
0.04% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
12,433
shares
|
$361,924
0.2% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
12,429
shares
|
$361,808
0.07% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Mirador Capital Partners LP
|
Oct 06, 2025 Q3 2025 |
12,428
shares
|
$361,779
0.05% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,403
shares
|
$361,051
0.33% of portfolio
|
Q1 2023
Added 0.14%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
12,366
shares
|
$359,974
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
12,247
shares
|
$356,510
0.01% of portfolio
|
Q4 2023
Added 91.54%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
12,203
shares
|
$355,229
0.07% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
12,191
shares
|
$354,880
0.24% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Allied Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
12,182
shares
|
$354,618
0.06% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
12,163
shares
|
$354,064
0.06% of portfolio
|
Q2 2025
Added 21.89%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
12,130
shares
|
$353,104
0.02% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
12,114
shares
|
$352,638
0.24% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
12,099
shares
|
$352,201
0.02% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
12,092
shares
|
$351,998
0.0% of portfolio
|
Q2 2025
Added 10.62%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
11,864
shares
|
$345,361
0.19% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
11,746
shares
|
$341,926
0.0% of portfolio
|
Q2 2025
Reduced 13.25%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
11,674
shares
|
$339,830
0.28% of portfolio
|
Q2 2025
Added 11.87%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
11,640
shares
|
$338,840
0.08% of portfolio
|
Q3 2025
Reduced 6.84%
|