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 |
|---|---|---|---|---|---|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
11,600
shares
|
$336,516
0.3% of portfolio
|
Q1 2023
Reduced 2.25%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
11,543
shares
|
$334,862
0.02% of portfolio
|
Q2 2025
Added 9.65%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Oct 06, 2025 Q3 2025 |
11,501
shares
|
$333,644
0.3% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
11,481
shares
|
$333,063
0.26% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
11,457
shares
|
$332,367
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
11,442
shares
|
$331,932
0.02% of portfolio
|
Q4 2024
Added 96.77%
|
|
|
Aimz Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
11,400
shares
|
$330,714
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
11,316
shares
|
$328,277
0.02% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
11,304
shares
|
$327,929
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
11,103
shares
|
$322,098
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
11,040
shares
|
$320,270
0.06% of portfolio
|
Q4 2024
Added 235.56%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
10,997
shares
|
$319,022
0.01% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
10,967
shares
|
$318,152
0.33% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
10,698
shares
|
$310,348
0.03% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
10,608
shares
|
$307,738
0.23% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
10,517
shares
|
$305,098
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
10,517
shares
|
$305,098
0.01% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
10,498
shares
|
$304,546
0.22% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
10,476
shares
|
$303,908
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
10,432
shares
|
$302,632
0.17% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
10,405
shares
|
$301,849
0.14% of portfolio
|
Q4 2024
Added 129.54%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Jul 23, 2025 Q2 2025 |
10,403
shares
|
$301,791
0.14% of portfolio
|
Q2 2025
Added 15.89%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
10,392
shares
|
$301,471
0.1% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
10,189
shares
|
$295,582
0.03% of portfolio
|
Q2 2025
Reduced 29.76%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
10,166
shares
|
$294,915
0.2% of portfolio
|
Q4 2024
Added 199.97%
|