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 341 Million shares, which have been reported (via 13F filing form) to have a value of $9.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
985,530
shares
|
$28 Million
1.23% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
976,571
shares
|
$27.8 Million
0.2% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
945,455
shares
|
$26.9 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
943,657
shares
|
$26.9 Million
2.31% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
915,554
shares
|
$26.1 Million
3.86% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
851,158
shares
|
$24.2 Million
0.28% of portfolio
|
Q2 2025
Added 129.12%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
842,086
shares
|
$24 Million
1.82% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
832,273
shares
|
$23.7 Million
0.07% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
802,341
shares
|
$22.8 Million
0.3% of portfolio
|
Q2 2025
Reduced 48.67%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
785,894
shares
|
$22.4 Million
18.0% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
784,287
shares
|
$22.3 Million
0.0% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
775,264
shares
|
$22.1 Million
1.58% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
773,436
shares
|
$22 Million
2.04% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
772,113
shares
|
$22 Million
0.02% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Financial Counselors Inc
|
Aug 01, 2025 Q2 2025 |
749,981
shares
|
$21.3 Million
29.36% of portfolio
|
Q2 2025
Reduced 53.68%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
740,484
shares
|
$21.1 Million
0.77% of portfolio
|
Q3 2025
Reduced 10.57%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
723,329
shares
|
$20.6 Million
4.89% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
719,858
shares
|
$20.5 Million
0.33% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
704,545
shares
|
$20.1 Million
0.01% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
700,914
shares
|
$19.9 Million
0.1% of portfolio
|
Q2 2025
Added 31.96%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
695,293
shares
|
$19.8 Million
12.06% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
693,618
shares
|
$19.7 Million
0.06% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
669,217
shares
|
$19 Million
1.84% of portfolio
|
Q2 2025
Added 14.14%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
661,712
shares
|
$18.8 Million
5.78% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
656,713
shares
|
$18.7 Million
0.04% of portfolio
|
Q2 2025
Added 0.99%
|