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 |
|---|---|---|---|---|---|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
74,974
shares
|
$2.09 Million
0.46% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
73,748
shares
|
$2.06 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
73,488
shares
|
$2.05 Million
0.47% of portfolio
|
Q1 2025
Added 14.54%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
73,237
shares
|
$2.04 Million
0.16% of portfolio
|
Q1 2025
Reduced 14.53%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
71,187
shares
|
$1.99 Million
0.69% of portfolio
|
Q4 2024
Added 193.57%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
70,668
shares
|
$1.97 Million
1.41% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
70,632
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
Added 155.12%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
70,580
shares
|
$1.97 Million
0.15% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
70,544
shares
|
$1.97 Million
0.21% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
70,237
shares
|
$1.96 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
69,640
shares
|
$1.94 Million
0.95% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
67,729
shares
|
$1.89 Million
0.24% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
67,510
shares
|
$1.88 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
67,339
shares
|
$1.88 Million
1.08% of portfolio
|
Q4 2024
Added 222.83%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
67,263
shares
|
$1.88 Million
0.62% of portfolio
|
Q1 2025
Reduced 69.86%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
64,347
shares
|
$1.79 Million
0.06% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
63,771
shares
|
$1.78 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
63,760
shares
|
$1.78 Million
0.11% of portfolio
|
Q1 2025
Added 29.49%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
63,437
shares
|
$1.77 Million
0.24% of portfolio
|
Q2 2025
Reduced 20.75%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
63,142
shares
|
$1.76 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
62,732
shares
|
$1.75 Million
0.51% of portfolio
|
Q4 2023
Added 1.46%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
62,582
shares
|
$1.75 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
62,114
shares
|
$1.73 Million
1.14% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
60,818
shares
|
$1.7 Million
0.45% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
60,167
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Added 1.04%
|