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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,022
shares
|
$28,605
0.0% of portfolio
|
Q3 2022
Reduced 33.2%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
1,017
shares
|
$28,465
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
996
shares
|
$27,878
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
951
shares
|
$26,618
0.01% of portfolio
|
Q2 2025
Added 993.1%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
900
shares
|
$25,191
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
900
shares
|
$25,191
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
894
shares
|
$25,023
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
881
shares
|
$24,659
0.02% of portfolio
|
Q4 2024
Added 200.68%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
876
shares
|
$24,519
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
867
shares
|
$24,267
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
831
shares
|
$23,259
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
831
shares
|
$23,259
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
828
shares
|
$23,175
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
798
shares
|
$22,336
0.0% of portfolio
|
Q4 2024
Reduced 24.5%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
771
shares
|
$21,580
0.02% of portfolio
|
Q3 2024
Reduced 11.48%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
690
shares
|
$19,313
0.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
689
shares
|
$19,285
0.01% of portfolio
|
Q2 2025
Reduced 23.02%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
672
shares
|
$18,809
0.0% of portfolio
|
Q2 2025
Added 622.58%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
660
shares
|
$18,473
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
650
shares
|
$18,193
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
612
shares
|
$17,129
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
591
shares
|
$16,542
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
545
shares
|
$15,254
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
540
shares
|
$15,114
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
534
shares
|
$14,946
0.0% of portfolio
|
Q4 2024
Added 200.0%
|