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 341 Million shares, which have been reported (via 13F filing form) to have a value of $9.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
417,376
shares
|
$11.9 Million
0.15% of portfolio
|
Q2 2025
Added 48.31%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
415,563
shares
|
$11.8 Million
2.7% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
404,450
shares
|
$11.5 Million
3.97% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
404,128
shares
|
$11.5 Million
5.91% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
398,900
shares
|
$11.4 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
393,646
shares
|
$11.2 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
|
$11.1 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
|
$11 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
|
$10.8 Million
1.73% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
378,478
shares
|
$10.8 Million
1.23% of portfolio
|
Q2 2025
Added 17.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
369,145
shares
|
$10.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 37.2%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
352,275
shares
|
$10 Million
0.1% of portfolio
|
Q2 2025
Reduced 14.93%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
352,010
shares
|
$10 Million
3.67% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
350,876
shares
|
$9.99 Million
4.53% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
348,502
shares
|
$9.92 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
|
$9.79 Million
1.72% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Bishop & CO Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
343,274
shares
|
$9.77 Million
3.41% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2025 Q2 2025 |
336,201
shares
|
$9.57 Million
0.0% of portfolio
|
Q2 2025
Added 130.47%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
335,189
shares
|
$9.54 Million
0.65% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
332,611
shares
|
$9.47 Million
1.62% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
326,358
shares
|
$9.29 Million
2.25% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
323,725
shares
|
$9.21 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.6%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
312,556
shares
|
$8.9 Million
1.16% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
312,063
shares
|
$8.88 Million
1.69% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
304,620
shares
|
$8.67 Million
1.77% of portfolio
|
Q1 2025
Added 7.89%
|