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 |
|---|---|---|---|---|---|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
25,794
shares
|
$719,394
0.01% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
25,614
shares
|
$714,374
0.09% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
25,528
shares
|
$711,975
0.05% of portfolio
|
Q1 2024
Reduced 4.6%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
25,450
shares
|
$709,800
0.57% of portfolio
|
Q1 2025
Added 218.44%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
25,436
shares
|
$709,410
0.17% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
25,352
shares
|
$707,067
0.0% of portfolio
|
Q1 2025
Reduced 90.2%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
25,331
shares
|
$706,481
0.0% of portfolio
|
Q1 2025
Reduced 46.25%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
May 05, 2025 Q1 2025 |
25,230
shares
|
$703,664
0.83% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
25,226
shares
|
$703,553
0.01% of portfolio
|
Q2 2025
Added 12.51%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
25,216
shares
|
$703,274
0.04% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
25,099
shares
|
$700,011
0.01% of portfolio
|
Q1 2025
Added 53.26%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
24,947
shares
|
$695,771
0.25% of portfolio
|
Q4 2024
Added 194.08%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
24,939
shares
|
$695,548
0.02% of portfolio
|
Q1 2025
Reduced 71.81%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
24,771
shares
|
$690,863
0.16% of portfolio
|
Q3 2024
Added 139.96%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
24,764
shares
|
$690,667
0.41% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
24,750
shares
|
$690,277
0.0% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
24,687
shares
|
$688,520
0.08% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
24,642
shares
|
$687,265
0.51% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
24,570
shares
|
$685,257
0.12% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
24,546
shares
|
$684,587
0.05% of portfolio
|
Q4 2023
Reduced 8.31%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
24,266
shares
|
$676,778
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
24,237
shares
|
$675,969
0.17% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
24,237
shares
|
$675,969
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
24,212
shares
|
$675,272
0.17% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
24,170
shares
|
$674,101
0.0% of portfolio
|
Q1 2025
Added 129.27%
|