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 935 institutions that hold shares in the stock, with a total of 337 Million shares, which have been reported (via 13F filing form) to have a value of $9.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
117,499
shares
|
$3.28 Million
0.05% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
115,739
shares
|
$3.23 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
113,800
shares
|
$3.17 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
111,708
shares
|
$3.12 Million
1.18% of portfolio
|
Q1 2025
Added 20.83%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
109,994
shares
|
$3.07 Million
0.0% of portfolio
|
Q1 2025
Added 48.84%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
107,764
shares
|
$3.01 Million
0.09% of portfolio
|
Q2 2025
Reduced 33.16%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
105,601
shares
|
$2.95 Million
1.33% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
104,124
shares
|
$2.9 Million
0.2% of portfolio
|
Q4 2024
Added 199.57%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
101,136
shares
|
$2.82 Million
0.42% of portfolio
|
Q3 2022
Reduced 1.72%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
99,653
shares
|
$2.78 Million
0.21% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
99,627
shares
|
$2.78 Million
1.26% of portfolio
|
Q4 2024
Added 203.97%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
97,382
shares
|
$2.72 Million
1.31% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
95,898
shares
|
$2.67 Million
0.08% of portfolio
|
Q1 2025
Reduced 10.81%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
95,579
shares
|
$2.67 Million
0.07% of portfolio
|
Q4 2024
Added 186.54%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
95,578
shares
|
$2.67 Million
2.46% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
95,101
shares
|
$2.65 Million
2.42% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Schaeffer Financial LLC
|
Jul 18, 2025 Q2 2025 |
94,054
shares
|
$2.62 Million
2.54% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
93,631
shares
|
$2.61 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
93,537
shares
|
$2.61 Million
0.85% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Sja Financial Advisory, LLC
|
May 14, 2025 Q1 2025 |
93,447
shares
|
$2.61 Million
1.87% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
93,239
shares
|
$2.6 Million
3.99% of portfolio
|
Q2 2023
Added 93139.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
92,533
shares
|
$2.58 Million
0.02% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
91,610
shares
|
$2.56 Million
1.92% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
90,766
shares
|
$2.53 Million
0.05% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
90,654
shares
|
$2.53 Million
1.43% of portfolio
|
Q2 2025
Added 0.19%
|