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 |
|---|---|---|---|---|---|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Jul 31, 2025 Q2 2025 |
8,530
shares
|
$247,455
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
8,503
shares
|
$246,672
0.11% of portfolio
|
Q4 2024
Added 199.93%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
8,386
shares
|
$243,277
0.0% of portfolio
|
Q4 2024
Added 202.09%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
8,379
shares
|
$243,074
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
8,362
shares
|
$242,581
0.2% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
8,296
shares
|
$240,666
0.03% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
8,288
shares
|
$240,434
0.06% of portfolio
|
Q3 2022
Added 0.67%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
8,275
shares
|
$240,057
0.02% of portfolio
|
Q4 2024
Added 199.93%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
8,228
shares
|
$238,694
0.5% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
8,175
shares
|
$237,156
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
8,163
shares
|
$236,808
0.06% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
8,144
shares
|
$236,257
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
8,126
shares
|
$235,735
0.02% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Advocate Group LLC
|
Jul 25, 2025 Q2 2025 |
8,100
shares
|
$234,981
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
8,041
shares
|
$233,269
0.01% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
8,031
shares
|
$232,979
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
8,025
shares
|
$232,805
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,988
shares
|
$231,731
0.01% of portfolio
|
Q2 2025
Reduced 39.9%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Oct 09, 2025 Q3 2025 |
7,957
shares
|
$230,832
0.21% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
7,907
shares
|
$229,382
0.01% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
7,863
shares
|
$228,105
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
7,839
shares
|
$227,409
0.09% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
7,802
shares
|
$226,336
0.05% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
7,792
shares
|
$226,045
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
7,779
shares
|
$225,668
0.01% of portfolio
|
Q2 2025
Reduced 0.95%
|