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 937 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 $9.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
43,957
shares
|
$1.24 Million
1.47% of portfolio
|
Q1 2025
Added 21.8%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
43,686
shares
|
$1.23 Million
0.2% of portfolio
|
Q4 2024
Added 185.7%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
43,157
shares
|
$1.22 Million
0.36% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
43,156
shares
|
$1.22 Million
0.13% of portfolio
|
Q2 2025
Added 289.85%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
43,114
shares
|
$1.21 Million
1.21% of portfolio
|
Q2 2025
Added 25.32%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
42,634
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 63.11%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
42,558
shares
|
$1.2 Million
0.13% of portfolio
|
Q1 2025
Added 93.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
42,474
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
42,320
shares
|
$1.19 Million
1.03% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
42,099
shares
|
$1.19 Million
0.51% of portfolio
|
Q2 2025
Added 53.93%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
42,089
shares
|
$1.19 Million
0.03% of portfolio
|
Q1 2025
Reduced 78.18%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
42,044
shares
|
$1.18 Million
0.11% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
41,959
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2023
Reduced 0.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,762
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
41,670
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Knuff & CO LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
41,622
shares
|
$1.17 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
41,461
shares
|
$1.17 Million
0.05% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
41,376
shares
|
$1.17 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
41,126
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Added 84.4%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
41,110
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2024
Reduced 6.47%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
40,755
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
40,746
shares
|
$1.15 Million
0.22% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
40,500
shares
|
$1.14 Million
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
40,455
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.71%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
40,336
shares
|
$1.14 Million
0.03% of portfolio
|
Q1 2025
Added 3.93%
|