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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
656,713
shares
|
$18.4 Million
0.04% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Aug 27, 2025 Q2 2025 |
652,489
shares
|
$18.3 Million
6.96% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Jb Global.Com LLC
New York, NY |
Jul 02, 2025 Q2 2025 |
631,175
shares
|
$17.7 Million
18.15% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
618,080
shares
|
$17.3 Million
6.84% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
613,396
shares
|
$17.2 Million
0.91% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
602,557
shares
|
$16.9 Million
6.09% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
601,228
shares
|
$16.8 Million
0.45% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
590,975
shares
|
$16.5 Million
6.08% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
585,360
shares
|
$16.4 Million
4.19% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
581,588
shares
|
$16.3 Million
0.18% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
580,077
shares
|
$16.2 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
576,136
shares
|
$16.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 43.49%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
573,156
shares
|
$16 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
572,290
shares
|
$16 Million
0.01% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
560,034
shares
|
$15.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 19.21%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
548,735
shares
|
$15.4 Million
5.42% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
533,804
shares
|
$14.9 Million
1.67% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
522,059
shares
|
$14.6 Million
2.68% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
504,000
shares
|
$14.1 Million
1.83% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
491,426
shares
|
$13.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
488,069
shares
|
$13.7 Million
3.4% of portfolio
|
Q2 2025
Added 29.62%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
483,938
shares
|
$13.5 Million
11.42% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Rebel Financial LLC
Groveport, OH |
Jul 24, 2025 Q2 2025 |
477,459
shares
|
$13.4 Million
6.02% of portfolio
|
Q2 2025
New holding
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
464,973
shares
|
$13 Million
4.8% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
458,382
shares
|
$12.8 Million
0.55% of portfolio
|
Q2 2025
Added 1.52%
|