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 943 institutions that hold shares in the stock, with a total of 337 Million shares, which have been reported (via 13F filing form) to have a value of $9.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,019,540
shares
|
$28.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
999,701
shares
|
$28.2 Million
3.57% of portfolio
|
Q2 2025
Added 46.96%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
976,743
shares
|
$27.5 Million
0.3% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
976,571
shares
|
$27.5 Million
0.2% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
973,372
shares
|
$27.4 Million
1.26% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
934,553
shares
|
$26.3 Million
2.38% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
869,155
shares
|
$24.5 Million
3.85% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
851,158
shares
|
$24 Million
0.28% of portfolio
|
Q2 2025
Added 129.12%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
827,972
shares
|
$23.3 Million
0.9% of portfolio
|
Q2 2025
Reduced 18.82%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
809,786
shares
|
$22.8 Million
1.84% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
802,341
shares
|
$22.6 Million
0.3% of portfolio
|
Q2 2025
Reduced 48.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
796,480
shares
|
$22.4 Million
0.07% of portfolio
|
Q1 2025
Added 17.94%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
785,894
shares
|
$22.1 Million
18.0% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
784,287
shares
|
$22.1 Million
0.0% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
775,264
shares
|
$21.8 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
|
$21.8 Million
2.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
761,893
shares
|
$21.5 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
760,669
shares
|
$21.4 Million
0.02% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
723,329
shares
|
$20.4 Million
4.89% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
715,514
shares
|
$20.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
695,293
shares
|
$19.6 Million
12.06% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
693,157
shares
|
$19.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 38.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
659,803
shares
|
$18.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
650,272
shares
|
$18.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
639,105
shares
|
$18 Million
6.16% of portfolio
|
Q1 2025
Added 8.14%
|