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 |
|---|---|---|---|---|---|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
40,322
shares
|
$1.12 Million
0.51% of portfolio
|
Q1 2025
Reduced 41.26%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
40,206
shares
|
$1.12 Million
0.08% of portfolio
|
Q1 2025
Reduced 33.98%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
40,199
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
39,887
shares
|
$1.11 Million
0.09% of portfolio
|
Q1 2025
Reduced 28.79%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
39,526
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
39,406
shares
|
$1.1 Million
0.37% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
39,083
shares
|
$1.09 Million
0.35% of portfolio
|
Q4 2024
Added 216.38%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
38,810
shares
|
$1.08 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
38,448
shares
|
$1.07 Million
0.57% of portfolio
|
Q2 2025
Added 21.2%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
37,203
shares
|
$1.04 Million
0.23% of portfolio
|
Q1 2025
Added 14.13%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
36,574
shares
|
$1.02 Million
0.05% of portfolio
|
Q1 2025
Added 18096.02%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
36,425
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
36,309
shares
|
$1.01 Million
0.2% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
35,945
shares
|
$1 Million
0.0% of portfolio
|
Q1 2025
Added 130.55%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
35,493
shares
|
$989,899
0.36% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
35,409
shares
|
$987,557
0.0% of portfolio
|
Q1 2025
Added 179.58%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
35,379
shares
|
$986,720
0.06% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
35,025
shares
|
$976,847
0.09% of portfolio
|
Q1 2025
Added 205.57%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
34,846
shares
|
$971,854
0.1% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
34,512
shares
|
$962,539
0.39% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
34,318
shares
|
$957,129
0.22% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
34,311
shares
|
$956,933
0.07% of portfolio
|
Q1 2025
Added 92.32%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
34,305
shares
|
$956,766
0.33% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
34,144
shares
|
$952,276
0.68% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
34,055
shares
|
$949,793
0.17% of portfolio
|
Q2 2025
Reduced 1.73%
|