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 |
|---|---|---|---|---|---|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
34,144
shares
|
$961,495
0.68% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
34,055
shares
|
$958,988
0.17% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
33,873
shares
|
$953,863
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
33,699
shares
|
$948,963
0.08% of portfolio
|
Q2 2025
Added 15.81%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
33,490
shares
|
$943,078
0.32% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
33,415
shares
|
$940,966
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
33,371
shares
|
$939,727
0.14% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
33,062
shares
|
$931,025
0.11% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
33,043
shares
|
$930,490
0.06% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
32,919
shares
|
$926,999
0.01% of portfolio
|
Q3 2023
Reduced 0.34%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
32,559
shares
|
$916,861
0.3% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
32,506
shares
|
$915,368
0.22% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
32,504
shares
|
$915,312
0.33% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
32,249
shares
|
$908,131
0.35% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
32,069
shares
|
$903,063
0.24% of portfolio
|
Q4 2024
Added 208.89%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
31,818
shares
|
$895,994
0.02% of portfolio
|
Q4 2024
Added 328.58%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
31,462
shares
|
$885,969
0.08% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
31,263
shares
|
$880,366
0.08% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
31,236
shares
|
$879,605
0.06% of portfolio
|
Q1 2025
Reduced 18.93%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
31,166
shares
|
$877,634
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
30,970
shares
|
$872,115
0.02% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
30,818
shares
|
$867,834
0.45% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
30,713
shares
|
$864,878
0.01% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
30,651
shares
|
$863,132
0.11% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
30,171
shares
|
$849,615
0.17% of portfolio
|
Q3 2022
New holding
|