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 |
|---|---|---|---|---|---|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
88,531
shares
|
$2.47 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
88,290
shares
|
$2.46 Million
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
88,054
shares
|
$2.46 Million
0.75% of portfolio
|
Q4 2024
Added 201.3%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
87,883
shares
|
$2.45 Million
0.27% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
86,934
shares
|
$2.42 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
86,323
shares
|
$2.41 Million
0.13% of portfolio
|
Q1 2025
Reduced 29.66%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
85,488
shares
|
$2.38 Million
0.6% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
85,054
shares
|
$2.37 Million
0.51% of portfolio
|
Q2 2025
Added 14.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
84,726
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
84,529
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 89.53%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
84,452
shares
|
$2.36 Million
0.02% of portfolio
|
Q1 2025
Added 94.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
84,438
shares
|
$2.35 Million
0.04% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
82,952
shares
|
$2.31 Million
0.03% of portfolio
|
Q1 2025
Reduced 46.19%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
81,306
shares
|
$2.27 Million
0.45% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
80,945
shares
|
$2.26 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.26%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
80,610
shares
|
$2.25 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.72%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
80,461
shares
|
$2.24 Million
1.8% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
79,114
shares
|
$2.21 Million
0.4% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
77,534
shares
|
$2.16 Million
0.17% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
76,784
shares
|
$2.14 Million
0.08% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
76,437
shares
|
$2.13 Million
0.09% of portfolio
|
Q4 2024
Added 216.81%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
76,323
shares
|
$2.13 Million
0.73% of portfolio
|
Q1 2025
Reduced 15.51%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
75,974
shares
|
$2.12 Million
0.0% of portfolio
|
Q1 2025
Added 24.93%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
75,671
shares
|
$2.11 Million
0.01% of portfolio
|
Q1 2025
Added 506.29%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
75,349
shares
|
$2.1 Million
0.4% of portfolio
|
Q1 2025
Added 0.11%
|