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 $9.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
9,344
shares
|
$271,069
0.01% of portfolio
|
Q2 2025
Added 22.02%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
9,338
shares
|
$270,895
0.11% of portfolio
|
Q4 2024
Added 395.12%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
9,271
shares
|
$268,951
0.1% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
9,246
shares
|
$268,226
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
9,246
shares
|
$268,226
0.03% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,134
shares
|
$264,977
0.01% of portfolio
|
Q4 2024
Added 125.81%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
9,131
shares
|
$264,890
0.07% of portfolio
|
Q3 2023
Reduced 20.67%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
9,106
shares
|
$264,165
0.09% of portfolio
|
Q2 2025
Reduced 33.7%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
9,030
shares
|
$261,960
0.1% of portfolio
|
Q2 2025
Reduced 16.32%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
9,024
shares
|
$261,786
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
9,001
shares
|
$261,119
0.09% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
9,000
shares
|
$261,090
0.04% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
8,924
shares
|
$258,885
0.24% of portfolio
|
Q4 2023
Added 0.71%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
8,900
shares
|
$258,189
0.02% of portfolio
|
Q2 2025
Reduced 20.94%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
8,862
shares
|
$257,086
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Jul 24, 2025 Q2 2025 |
8,843
shares
|
$256,535
0.26% of portfolio
|
Q2 2025
Reduced 20.84%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
8,827
shares
|
$256,071
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
8,781
shares
|
$254,736
0.14% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
8,692
shares
|
$252,154
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
8,679
shares
|
$251,777
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
8,652
shares
|
$250,994
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
8,647
shares
|
$250,849
0.01% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
8,643
shares
|
$250,733
0.01% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
8,633
shares
|
$250,443
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
8,602
shares
|
$249,544
0.01% of portfolio
|
Q2 2025
New holding
|