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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
228,981
shares
|
$6.52 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
226,836
shares
|
$6.46 Million
0.35% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
225,980
shares
|
$6.43 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
225,649
shares
|
$6.42 Million
0.09% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
225,504
shares
|
$6.42 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
223,537
shares
|
$6.36 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
217,272
shares
|
$6.18 Million
2.98% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
216,849
shares
|
$6.17 Million
3.91% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
216,598
shares
|
$6.16 Million
1.66% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
210,622
shares
|
$5.99 Million
1.1% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
209,516
shares
|
$5.96 Million
1.53% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
208,348
shares
|
$5.93 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
206,929
shares
|
$5.89 Million
3.96% of portfolio
|
Q2 2025
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
205,930
shares
|
$5.86 Million
3.5% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
205,750
shares
|
$5.86 Million
3.61% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
199,752
shares
|
$5.68 Million
4.35% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
199,694
shares
|
$5.68 Million
1.8% of portfolio
|
Q1 2025
Reduced 16.79%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
199,296
shares
|
$5.67 Million
4.91% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
198,493
shares
|
$5.65 Million
1.86% of portfolio
|
Q2 2025
Added 13.62%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
198,393
shares
|
$5.65 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
198,264
shares
|
$5.64 Million
2.11% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
195,326
shares
|
$5.56 Million
4.38% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
193,949
shares
|
$5.52 Million
2.85% of portfolio
|
Q4 2024
Added 218.6%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
192,841
shares
|
$5.49 Million
4.41% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
190,094
shares
|
$5.41 Million
3.24% of portfolio
|
Q4 2023
Added 6.04%
|