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 |
|---|---|---|---|---|---|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,945
shares
|
$138,410
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,687
shares
|
$131,189
0.08% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
4,622
shares
|
$129,369
0.01% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
4,608
shares
|
$128,977
0.01% of portfolio
|
Q2 2025
Added 65.28%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
4,601
shares
|
$128,781
0.12% of portfolio
|
Q2 2025
Added 12.19%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
4,569
shares
|
$127,886
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
4,470
shares
|
$125,115
0.04% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
4,416
shares
|
$123,603
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
4,413
shares
|
$123,519
0.0% of portfolio
|
Q2 2025
Reduced 25.84%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
4,405
shares
|
$123,295
0.01% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,287
shares
|
$119,993
0.06% of portfolio
|
Q3 2022
Reduced 12.99%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
4,191
shares
|
$117,306
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
4,169
shares
|
$116,690
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
4,167
shares
|
$116,634
0.04% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,141
shares
|
$115,906
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
4,140
shares
|
$115,878
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
4,128
shares
|
$115,542
0.06% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
3,891
shares
|
$108,909
0.04% of portfolio
|
Q1 2025
Added 29.7%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
3,777
shares
|
$105,718
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,744
shares
|
$104,794
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
3,688
shares
|
$103,227
0.0% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,625
shares
|
$101,463
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,572
shares
|
$99,980
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
3,545
shares
|
$99,224
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,416
shares
|
$95,613
0.01% of portfolio
|
Q1 2025
Reduced 5.77%
|