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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
188,606
shares
|
$5.37 Million
0.12% of portfolio
|
Q2 2025
Added 348.11%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
184,072
shares
|
$5.24 Million
0.66% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
182,830
shares
|
$5.2 Million
1.21% of portfolio
|
Q2 2025
Added 29.41%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
182,496
shares
|
$5.19 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
178,205
shares
|
$5.07 Million
0.46% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
175,707
shares
|
$5 Million
1.47% of portfolio
|
Q2 2025
Added 193.05%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
174,487
shares
|
$4.97 Million
0.01% of portfolio
|
Q2 2025
Added 40.94%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
174,473
shares
|
$4.97 Million
0.24% of portfolio
|
Q4 2024
Added 194.67%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
173,720
shares
|
$4.94 Million
0.77% of portfolio
|
Q2 2025
Added 16.03%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
172,549
shares
|
$4.91 Million
0.49% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
172,541
shares
|
$4.91 Million
1.56% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
171,749
shares
|
$4.89 Million
0.35% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
170,499
shares
|
$4.85 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
166,535
shares
|
$4.74 Million
0.54% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
165,749
shares
|
$4.72 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
163,980
shares
|
$4.67 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Aug 05, 2025 Q2 2025 |
160,958
shares
|
$4.58 Million
4.19% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
160,918
shares
|
$4.58 Million
0.1% of portfolio
|
Q2 2025
Added 298.94%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
May 06, 2025 Q1 2025 |
160,812
shares
|
$4.58 Million
3.16% of portfolio
|
Q1 2025
Added 28.3%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
158,858
shares
|
$4.52 Million
3.8% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
157,737
shares
|
$4.49 Million
1.0% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
157,064
shares
|
$4.47 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.45%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
151,567
shares
|
$4.31 Million
1.3% of portfolio
|
Q2 2025
Added 62.04%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
149,929
shares
|
$4.27 Million
3.33% of portfolio
|
Q2 2025
Added 21.16%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
148,651
shares
|
$4.23 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.8%
|