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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
436,697
shares
|
$12.2 Million
0.06% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
417,376
shares
|
$11.7 Million
0.15% of portfolio
|
Q2 2025
Added 48.31%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
415,563
shares
|
$11.6 Million
2.7% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
406,546
shares
|
$11.4 Million
0.22% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
404,450
shares
|
$11.3 Million
3.97% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
404,128
shares
|
$11.3 Million
5.91% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
393,646
shares
|
$11 Million
4.78% of portfolio
|
Q2 2025
Reduced 33.78%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
390,508
shares
|
$10.9 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
387,017
shares
|
$10.8 Million
0.5% of portfolio
|
Q2 2025
Reduced 19.6%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
380,088
shares
|
$10.6 Million
1.73% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
378,478
shares
|
$10.6 Million
1.23% of portfolio
|
Q2 2025
Added 17.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
369,145
shares
|
$10.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 37.2%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
352,275
shares
|
$9.86 Million
0.1% of portfolio
|
Q2 2025
Reduced 14.93%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
351,064
shares
|
$9.83 Million
3.29% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
350,876
shares
|
$9.82 Million
4.53% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
348,502
shares
|
$9.75 Million
1.21% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
343,935
shares
|
$9.63 Million
1.72% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Bishop & CO Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
343,274
shares
|
$9.61 Million
3.41% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2025 Q2 2025 |
336,201
shares
|
$9.41 Million
0.0% of portfolio
|
Q2 2025
Added 130.47%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
334,791
shares
|
$9.37 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
333,360
shares
|
$9.33 Million
1.66% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
328,315
shares
|
$9.19 Million
2.27% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
323,725
shares
|
$9.06 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.6%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
313,740
shares
|
$8.78 Million
0.32% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
312,556
shares
|
$8.75 Million
1.16% of portfolio
|
Q2 2025
Added 9.58%
|