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 |
|---|---|---|---|---|---|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
20,109
shares
|
$566,269
0.28% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
20,035
shares
|
$564,185
0.0% of portfolio
|
Q1 2025
Added 68.56%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
19,963
shares
|
$562,158
0.13% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
19,848
shares
|
$558,919
0.3% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
19,835
shares
|
$558,553
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
19,833
shares
|
$558,497
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
19,764
shares
|
$556,554
0.08% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Resolute Advisors LLC
|
May 14, 2025 Q1 2025 |
19,690
shares
|
$554,470
0.15% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
19,581
shares
|
$551,400
0.12% of portfolio
|
Q1 2025
Reduced 25.3%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
19,533
shares
|
$550,049
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
19,509
shares
|
$549,373
0.06% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
19,421
shares
|
$546,895
0.02% of portfolio
|
Q1 2025
Reduced 31.79%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
19,415
shares
|
$546,726
0.21% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
19,080
shares
|
$537,292
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
19,036
shares
|
$536,053
0.4% of portfolio
|
Q2 2023
Reduced 1.0%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
18,809
shares
|
$529,661
0.95% of portfolio
|
Q2 2022
Added 1.07%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
18,666
shares
|
$525,634
0.08% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
18,632
shares
|
$524,677
0.23% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
18,618
shares
|
$524,282
0.04% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
18,503
shares
|
$521,044
0.16% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
18,210
shares
|
$512,793
0.08% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
18,210
shares
|
$512,793
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
18,182
shares
|
$512,005
0.02% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
17,990
shares
|
$506,598
0.02% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
17,497
shares
|
$492,715
0.07% of portfolio
|
Q4 2024
Added 201.67%
|