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 |
|---|---|---|---|---|---|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
23,933
shares
|
$667,491
0.58% of portfolio
|
Q4 2022
Added 5.75%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
23,777
shares
|
$663,140
0.14% of portfolio
|
Q1 2025
Reduced 18.62%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
23,610
shares
|
$658,482
0.17% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
23,589
shares
|
$657,897
0.06% of portfolio
|
Q1 2025
Added 65.92%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
23,076
shares
|
$643,589
0.46% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
22,818
shares
|
$636,394
0.01% of portfolio
|
Q1 2025
Reduced 31.09%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
22,712
shares
|
$633,437
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
22,518
shares
|
$628,027
0.07% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
21,866
shares
|
$609,842
0.18% of portfolio
|
Q2 2025
Reduced 42.19%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
21,850
shares
|
$609,396
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
21,811
shares
|
$608,308
0.34% of portfolio
|
Q1 2025
Added 9.02%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
21,798
shares
|
$607,946
0.13% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
21,600
shares
|
$602,424
0.0% of portfolio
|
Q1 2025
Reduced 82.5%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
21,588
shares
|
$602,089
0.02% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
21,558
shares
|
$601,252
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
21,506
shares
|
$599,802
0.01% of portfolio
|
Q4 2024
Added 179.77%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
21,214
shares
|
$591,658
0.38% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
20,921
shares
|
$583,486
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
20,900
shares
|
$582,901
0.07% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
20,781
shares
|
$579,582
0.74% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
20,749
shares
|
$578,689
0.08% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
20,690
shares
|
$577,044
0.16% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
20,637
shares
|
$575,565
0.04% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
20,607
shares
|
$574,729
0.02% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
20,109
shares
|
$560,840
0.28% of portfolio
|
Q1 2025
Reduced 3.5%
|