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 $9.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
7,742
shares
|
$225,369
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
7,711
shares
|
$224,467
0.04% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
7,709
shares
|
$224,408
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,697
shares
|
$224,059
0.01% of portfolio
|
Q4 2024
Added 193.89%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
7,678
shares
|
$223,506
0.06% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
7,677
shares
|
$223,477
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
7,602
shares
|
$221,294
0.17% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
7,600
shares
|
$221,236
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
7,593
shares
|
$221,032
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,579
shares
|
$220,624
0.01% of portfolio
|
Q3 2024
Reduced 28.77%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Aug 13, 2025 Q2 2025 |
7,539
shares
|
$219,460
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
7,536
shares
|
$219,372
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
7,533
shares
|
$219,285
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
7,519
shares
|
$218,878
0.07% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
7,504
shares
|
$218,441
0.09% of portfolio
|
Q2 2025
Reduced 13.93%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,469
shares
|
$217,422
0.21% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
7,446
shares
|
$216,753
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Synergy Financial Group, LTD
|
Aug 15, 2025 Q2 2025 |
7,416
shares
|
$215,879
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Wedgewood Investors Inc
|
Jul 30, 2025 Q2 2025 |
7,389
shares
|
$215,093
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
7,387
shares
|
$215,035
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,356
shares
|
$214,133
0.05% of portfolio
|
Q4 2022
Added 0.33%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,319
shares
|
$213,056
0.22% of portfolio
|
Q4 2022
Reduced 5.99%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
7,316
shares
|
$212,968
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
7,276
shares
|
$211,804
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
7,256
shares
|
$211,222
0.01% of portfolio
|
Q2 2025
New holding
|