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 962 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 $9.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
52,594,431
shares
|
$1.47 Billion
2.91% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
43,062,193
shares
|
$1.21 Billion
1.44% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
32,992,117
shares
|
$923 Million
9.83% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
16,167,900
shares
|
$453 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
11,488,417
shares
|
$322 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
9,946,200
shares
|
$278 Million
8.85% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
8,687,414
shares
|
$243 Million
0.36% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,808,311
shares
|
$191 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
4,544,933
shares
|
$127 Million
1.53% of portfolio
|
Q2 2025
Added 18.44%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,439,368
shares
|
$124 Million
11.33% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,362,278
shares
|
$122 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
3,569,177
shares
|
$99.9 Million
0.03% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
3,224,276
shares
|
$90.2 Million
0.58% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jul 21, 2025 Q2 2025 |
2,942,753
shares
|
$82.4 Million
15.3% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Mokosak Advisory Group, LLC
|
Jul 17, 2025 Q2 2025 |
2,911,430
shares
|
$81.5 Million
22.79% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
2,653,686
shares
|
$74.3 Million
13.71% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,628,787
shares
|
$73.6 Million
0.09% of portfolio
|
Q2 2025
Added 17.97%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,577,162
shares
|
$72.1 Million
0.01% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,368,869
shares
|
$66.3 Million
0.01% of portfolio
|
Q2 2025
Added 23.15%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
2,286,562
shares
|
$64 Million
4.04% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
2,105,587
shares
|
$58.9 Million
2.03% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
1,881,437
shares
|
$52.7 Million
1.97% of portfolio
|
Q2 2025
Added 25.93%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
1,875,033
shares
|
$52.5 Million
6.37% of portfolio
|
Q2 2025
Added 19.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,827,149
shares
|
$51.1 Million
0.0% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
1,815,693
shares
|
$50.8 Million
0.29% of portfolio
|
Q2 2025
Added 3.23%
|