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 |
|---|---|---|---|---|---|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
3,369
shares
|
$94,298
0.15% of portfolio
|
Q2 2023
Reduced 51.55%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
3,261
shares
|
$91,275
0.03% of portfolio
|
Q1 2024
Reduced 6.88%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,244
shares
|
$90,799
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
3,199
shares
|
$89,540
0.01% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
3,186
shares
|
$89,176
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,077
shares
|
$86,125
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
3,041
shares
|
$85,117
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
3,000
shares
|
$83,970
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
3,000
shares
|
$83,970
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
2,965
shares
|
$82,990
0.02% of portfolio
|
Q1 2025
Reduced 17.64%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
2,860
shares
|
$80,051
0.02% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
2,769
shares
|
$77,504
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,419
shares
|
$67,707
0.03% of portfolio
|
Q2 2025
Added 47.59%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,373
shares
|
$66,420
0.13% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,348
shares
|
$65,720
0.01% of portfolio
|
Q2 2025
Added 86.5%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
2,244
shares
|
$62,809
0.03% of portfolio
|
Q1 2025
Reduced 96.24%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
2,227
shares
|
$62,333
0.04% of portfolio
|
Q2 2025
Reduced 49.34%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
2,175
shares
|
$60,878
0.01% of portfolio
|
Q1 2025
Added 23.09%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
2,112
shares
|
$59,114
0.02% of portfolio
|
Q1 2025
Added 35.65%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
2,088
shares
|
$58,443
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
2,085
shares
|
$58,359
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
2,085
shares
|
$58,359
0.03% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
2,067
shares
|
$57,855
0.01% of portfolio
|
Q1 2025
Reduced 16.59%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,040
shares
|
$57,099
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,989
shares
|
$55,672
0.05% of portfolio
|
Q4 2024
New holding
|