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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
47,942
shares
|
$1.34 Million
0.49% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
47,934
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
47,795
shares
|
$1.33 Million
0.2% of portfolio
|
Q1 2025
Reduced 68.33%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
47,692
shares
|
$1.33 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
47,607
shares
|
$1.33 Million
0.04% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
47,411
shares
|
$1.32 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
47,402
shares
|
$1.32 Million
0.66% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
47,364
shares
|
$1.32 Million
0.06% of portfolio
|
Q4 2024
Added 197.2%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
47,056
shares
|
$1.31 Million
0.35% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
46,849
shares
|
$1.31 Million
0.14% of portfolio
|
Q1 2025
Added 11.27%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
46,642
shares
|
$1.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
46,166
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
46,067
shares
|
$1.28 Million
0.04% of portfolio
|
Q4 2024
Added 160.87%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
46,050
shares
|
$1.28 Million
0.95% of portfolio
|
Q4 2024
Added 193.97%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
45,979
shares
|
$1.28 Million
0.22% of portfolio
|
Q2 2025
Added 43.23%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
45,632
shares
|
$1.27 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
45,526
shares
|
$1.27 Million
0.3% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
45,500
shares
|
$1.27 Million
0.41% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
44,980
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
44,886
shares
|
$1.25 Million
0.1% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
44,601
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
44,359
shares
|
$1.24 Million
0.09% of portfolio
|
Q1 2025
Reduced 22.81%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
44,112
shares
|
$1.23 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.65%
|