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 |
|---|---|---|---|---|---|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
300,487
shares
|
$8.55 Million
3.21% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 14, 2025 Q3 2025 |
297,014
shares
|
$8.45 Million
0.24% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
295,971
shares
|
$8.42 Million
1.26% of portfolio
|
Q2 2025
Added 54.78%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
285,817
shares
|
$8.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
284,537
shares
|
$8.1 Million
1.27% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
282,533
shares
|
$8.04 Million
3.58% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
281,500
shares
|
$8.01 Million
3.09% of portfolio
|
Q2 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
280,030
shares
|
$7.97 Million
0.46% of portfolio
|
Q3 2022
Added 181.1%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
276,317
shares
|
$7.86 Million
3.37% of portfolio
|
Q3 2025
Added 20.69%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
275,495
shares
|
$7.84 Million
2.22% of portfolio
|
Q2 2025
Added 32.97%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
274,510
shares
|
$7.81 Million
1.49% of portfolio
|
Q4 2022
Reduced 0.36%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
274,001
shares
|
$7.8 Million
2.41% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
269,783
shares
|
$7.68 Million
4.01% of portfolio
|
Q2 2025
Added 34.07%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
269,081
shares
|
$7.66 Million
0.27% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
264,216
shares
|
$7.52 Million
3.91% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
260,219
shares
|
$7.41 Million
11.26% of portfolio
|
Q2 2023
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
259,879
shares
|
$7.4 Million
0.08% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
253,673
shares
|
$7.22 Million
0.26% of portfolio
|
Q1 2025
Added 17.58%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
248,503
shares
|
$7.07 Million
0.05% of portfolio
|
Q2 2025
Added 75.13%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
245,630
shares
|
$6.99 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
245,363
shares
|
$6.98 Million
0.89% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
244,053
shares
|
$6.95 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
238,046
shares
|
$6.77 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
237,224
shares
|
$6.75 Million
0.85% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
234,214
shares
|
$6.67 Million
0.3% of portfolio
|
Q2 2025
Added 1.85%
|