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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
195
shares
|
$5,458
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
194
shares
|
$5,430
0.01% of portfolio
|
Q2 2024
Reduced 95.64%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
186
shares
|
$5,206
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
184
shares
|
$5,150
0.01% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
174
shares
|
$4,870
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
169
shares
|
$4,730
0.0% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
168
shares
|
$4,702
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
153
shares
|
$4,282
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
135
shares
|
$3,778
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
127
shares
|
$3,554
0.0% of portfolio
|
Q2 2025
Added 27.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
122
shares
|
$3,414
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
117
shares
|
$3,274
0.0% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
113
shares
|
$3,162
0.0% of portfolio
|
Q1 2025
Added 44.87%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
111
shares
|
$3,106
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
99
shares
|
$2,771
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
95
shares
|
$2,659
0.0% of portfolio
|
Q2 2025
Reduced 67.35%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
65
shares
|
$1,819
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
60
shares
|
$1,679
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
60
shares
|
$1,679
0.0% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
60
shares
|
$1,679
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
54
shares
|
$1,511
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
48
shares
|
$1,343
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
45
shares
|
$1,259
0.0% of portfolio
|
Q1 2025
Reduced 75.81%
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
45
shares
|
$1,259
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
43
shares
|
$1,203
0.0% of portfolio
|
Q1 2025
Reduced 44.87%
|