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 |
|---|---|---|---|---|---|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
60,042
shares
|
$1.67 Million
2.9% of portfolio
|
Q1 2023
Reduced 2.82%
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
59,959
shares
|
$1.67 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
58,512
shares
|
$1.63 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
58,481
shares
|
$1.63 Million
0.03% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
58,128
shares
|
$1.62 Million
0.71% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
58,121
shares
|
$1.62 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
57,401
shares
|
$1.6 Million
0.31% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
56,717
shares
|
$1.58 Million
0.05% of portfolio
|
Q3 2023
Reduced 3.03%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
55,617
shares
|
$1.55 Million
1.08% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
55,331
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
53,784
shares
|
$1.5 Million
0.21% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
53,654
shares
|
$1.5 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
53,640
shares
|
$1.5 Million
0.43% of portfolio
|
Q2 2025
Reduced 40.65%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
52,784
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Reduced 36.11%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
52,559
shares
|
$1.47 Million
0.08% of portfolio
|
Q1 2025
Added 193.33%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
52,332
shares
|
$1.46 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
52,237
shares
|
$1.46 Million
0.32% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
51,956
shares
|
$1.45 Million
0.01% of portfolio
|
Q1 2025
Added 27.79%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
50,994
shares
|
$1.42 Million
0.83% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
50,332
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Added 22.77%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
49,999
shares
|
$1.39 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
49,466
shares
|
$1.38 Million
0.98% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
48,772
shares
|
$1.36 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
48,528
shares
|
$1.35 Million
0.97% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
48,495
shares
|
$1.35 Million
0.37% of portfolio
|
Q2 2025
Added 0.53%
|