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 $9.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
483
shares
|
$13,746
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
468
shares
|
$13,319
0.0% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
468
shares
|
$13,319
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
462
shares
|
$13,148
0.0% of portfolio
|
Q1 2023
Added 6.7%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
460
shares
|
$13,091
0.0% of portfolio
|
Q1 2025
Reduced 16.97%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
456
shares
|
$12,977
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
450
shares
|
$12,807
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
439
shares
|
$12,493
0.01% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
408
shares
|
$11,611
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
377
shares
|
$10,729
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
357
shares
|
$10,160
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
354
shares
|
$10,074
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
351
shares
|
$9,989
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
325
shares
|
$9,249
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
325
shares
|
$9,249
0.0% of portfolio
|
Q1 2025
Reduced 64.52%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
312
shares
|
$8,879
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
300
shares
|
$8,538
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
299
shares
|
$8,509
0.0% of portfolio
|
Q1 2025
Added 162.28%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
283
shares
|
$8,054
0.16% of portfolio
|
Q2 2025
Added 23.04%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
282
shares
|
$8,025
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
261
shares
|
$7,428
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
225
shares
|
$6,403
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
222
shares
|
$6,318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
198
shares
|
$5,635
0.0% of portfolio
|
Q2 2022
Added 0.51%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
195
shares
|
$5,549
0.0% of portfolio
|
Q4 2024
Added 200.0%
|