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 |
|---|---|---|---|---|---|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
10,166
shares
|
$284,546
0.2% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
10,141
shares
|
$283,846
0.17% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
10,054
shares
|
$281,411
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
10,050
shares
|
$281,299
0.01% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
10,031
shares
|
$280,767
0.1% of portfolio
|
Q2 2025
Added 16.23%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,023
shares
|
$280,543
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
10,017
shares
|
$280,375
0.07% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,009
shares
|
$280,151
0.0% of portfolio
|
Q2 2025
Reduced 62.56%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jul 22, 2025 Q2 2025 |
9,996
shares
|
$279,788
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
9,992
shares
|
$279,676
0.18% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
9,969
shares
|
$279,032
0.02% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
9,917
shares
|
$277,576
0.03% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
9,871
shares
|
$276,289
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
9,865
shares
|
$276,121
0.11% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
9,821
shares
|
$274,889
0.01% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
9,768
shares
|
$273,406
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
9,767
shares
|
$273,378
0.03% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
9,733
shares
|
$272,426
0.03% of portfolio
|
Q2 2025
Added 14.48%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
9,684
shares
|
$271,055
0.01% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
9,618
shares
|
$269,207
0.31% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
9,473
shares
|
$265,149
0.05% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
9,391
shares
|
$262,854
0.1% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
9,380
shares
|
$262,546
0.11% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
9,369
shares
|
$262,238
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
9,355
shares
|
$261,846
0.01% of portfolio
|
Q4 2024
Added 194.09%
|