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 |
|---|---|---|---|---|---|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
148,383
shares
|
$4.22 Million
1.25% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
147,609
shares
|
$4.2 Million
0.36% of portfolio
|
Q2 2025
Reduced 13.08%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Aug 08, 2025 Q2 2025 |
147,405
shares
|
$4.2 Million
3.27% of portfolio
|
Q2 2025
New holding
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
144,861
shares
|
$4.12 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Aug 06, 2025 Q2 2025 |
144,749
shares
|
$4.12 Million
0.36% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
142,957
shares
|
$4.07 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
140,145
shares
|
$3.99 Million
1.6% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
139,983
shares
|
$3.98 Million
2.06% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
138,975
shares
|
$3.96 Million
0.53% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
137,255
shares
|
$3.91 Million
0.09% of portfolio
|
Q2 2025
Reduced 87.56%
|
|
|
Ddd Partners, LLC
|
Jul 31, 2025 Q2 2025 |
131,835
shares
|
$3.75 Million
0.39% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
129,833
shares
|
$3.7 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
128,842
shares
|
$3.67 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
128,255
shares
|
$3.65 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
127,257
shares
|
$3.62 Million
1.61% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
127,005
shares
|
$3.61 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
126,913
shares
|
$3.61 Million
0.33% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
126,252
shares
|
$3.59 Million
0.01% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
125,092
shares
|
$3.56 Million
0.86% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
124,491
shares
|
$3.54 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
122,650
shares
|
$3.49 Million
1.92% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
121,260
shares
|
$3.45 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
120,742
shares
|
$3.44 Million
0.04% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
120,449
shares
|
$3.43 Million
1.21% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
119,667
shares
|
$3.41 Million
0.0% of portfolio
|
Q2 2025
Added 0.98%
|