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 |
|---|---|---|---|---|---|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Jul 31, 2025 Q2 2025 |
8,530
shares
|
$238,754
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
8,503
shares
|
$237,998
0.11% of portfolio
|
Q4 2024
Added 199.93%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
8,386
shares
|
$234,724
0.0% of portfolio
|
Q4 2024
Added 202.09%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
8,379
shares
|
$234,528
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
8,362
shares
|
$234,052
0.2% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
8,347
shares
|
$233,632
0.01% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
8,288
shares
|
$231,981
0.06% of portfolio
|
Q3 2022
Added 0.67%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
8,275
shares
|
$231,617
0.02% of portfolio
|
Q4 2024
Added 199.93%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
8,254
shares
|
$231,029
0.03% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
8,228
shares
|
$230,301
0.5% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
8,199
shares
|
$229,490
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
8,175
shares
|
$228,818
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
8,144
shares
|
$227,950
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
8,126
shares
|
$227,446
0.02% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
8,118
shares
|
$227,222
0.01% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Advocate Group LLC
|
Jul 25, 2025 Q2 2025 |
8,100
shares
|
$226,719
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
8,041
shares
|
$225,067
0.01% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
8,031
shares
|
$224,787
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
8,025
shares
|
$224,619
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,988
shares
|
$223,584
0.01% of portfolio
|
Q2 2025
Reduced 39.9%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
7,917
shares
|
$221,596
0.21% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
7,890
shares
|
$220,841
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
7,863
shares
|
$220,085
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
7,839
shares
|
$219,413
0.09% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
7,813
shares
|
$218,685
0.06% of portfolio
|
Q2 2025
New holding
|