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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
29,818
shares
|
$831,624
0.01% of portfolio
|
Q4 2024
Added 197.32%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
29,778
shares
|
$830,508
0.74% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
29,725
shares
|
$829,030
0.15% of portfolio
|
Q2 2025
Reduced 40.85%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
29,251
shares
|
$815,810
0.06% of portfolio
|
Q2 2025
Reduced 26.38%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
29,220
shares
|
$814,945
0.31% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
29,156
shares
|
$813,160
0.29% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
29,107
shares
|
$811,794
0.02% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
28,954
shares
|
$807,527
0.16% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
28,780
shares
|
$802,674
0.31% of portfolio
|
Q1 2025
Reduced 15.37%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
28,770
shares
|
$802,395
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
28,650
shares
|
$799,048
0.01% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
28,613
shares
|
$798,016
0.71% of portfolio
|
Q1 2025
Added 24.56%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
28,403
shares
|
$792,159
0.01% of portfolio
|
Q1 2025
Added 96.63%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
28,283
shares
|
$788,812
0.74% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
27,546
shares
|
$768,257
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
26,733
shares
|
$745,583
0.0% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
26,703
shares
|
$744,746
0.44% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
26,603
shares
|
$741,957
0.0% of portfolio
|
Q1 2025
Reduced 23.49%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
26,451
shares
|
$737,718
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
26,274
shares
|
$732,781
1.64% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
26,265
shares
|
$732,530
0.14% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
26,104
shares
|
$728,040
0.04% of portfolio
|
Q4 2024
Added 505.66%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
25,939
shares
|
$723,438
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
25,875
shares
|
$721,653
0.17% of portfolio
|
Q2 2023
Reduced 0.29%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
25,870
shares
|
$721,514
0.83% of portfolio
|
Q1 2025
Reduced 0.12%
|