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 |
|---|---|---|---|---|---|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,950
shares
|
$54,580
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,830
shares
|
$51,221
0.0% of portfolio
|
Q2 2025
Reduced 89.36%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
1,776
shares
|
$49,710
0.04% of portfolio
|
Q2 2025
Reduced 24.62%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
1,759
shares
|
$49,234
0.02% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,706
shares
|
$47,750
0.01% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,621
shares
|
$45,371
0.01% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
1,500
shares
|
$41,985
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Aug 04, 2025 Q2 2025 |
1,416
shares
|
$39,633
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
1,404
shares
|
$39,297
0.01% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,380
shares
|
$38,626
0.0% of portfolio
|
Q2 2024
Added 2.45%
|
|
|
Family Capital Trust CO
|
Jul 29, 2025 Q2 2025 |
1,299
shares
|
$36,359
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
1,275
shares
|
$35,687
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
1,236
shares
|
$34,595
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
1,233
shares
|
$34,511
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
1,233
shares
|
$34,511
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
1,200
shares
|
$33,588
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
1,197
shares
|
$33,504
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
1,188
shares
|
$33,252
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,176
shares
|
$32,916
0.01% of portfolio
|
Q3 2022
Reduced 20.81%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,170
shares
|
$32,748
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,159
shares
|
$32,440
0.02% of portfolio
|
Q3 2024
Added 12.96%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,098
shares
|
$30,733
0.01% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
1,086
shares
|
$30,397
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,044
shares
|
$29,221
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
1,041
shares
|
$29,137
0.01% of portfolio
|
Q1 2025
New holding
|