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 |
|---|---|---|---|---|---|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
17,298
shares
|
$487,111
0.08% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
17,284
shares
|
$486,717
0.04% of portfolio
|
Q1 2025
Reduced 11.52%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
17,196
shares
|
$484,239
0.02% of portfolio
|
Q1 2025
Reduced 52.58%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
17,195
shares
|
$484,211
0.04% of portfolio
|
Q1 2025
Added 11.29%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
17,038
shares
|
$479,790
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
16,986
shares
|
$478,325
0.16% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
16,966
shares
|
$477,762
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
16,928
shares
|
$476,692
0.15% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
16,911
shares
|
$476,213
0.31% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
16,886
shares
|
$475,509
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
16,854
shares
|
$474,608
0.03% of portfolio
|
Q1 2025
Added 11.23%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
16,716
shares
|
$470,722
0.02% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
16,688
shares
|
$469,934
0.01% of portfolio
|
Q2 2022
Reduced 0.95%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
16,162
shares
|
$455,121
0.02% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
16,148
shares
|
$454,727
0.23% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
16,120
shares
|
$453,939
0.08% of portfolio
|
Q1 2025
Added 29.95%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
16,115
shares
|
$453,798
0.06% of portfolio
|
Q4 2024
Added 177.84%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
16,069
shares
|
$452,503
0.03% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
16,035
shares
|
$451,545
0.01% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
16,011
shares
|
$450,869
0.0% of portfolio
|
Q1 2025
Added 30.82%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
15,885
shares
|
$447,321
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
15,767
shares
|
$443,998
0.37% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
15,618
shares
|
$439,802
0.18% of portfolio
|
Q3 2024
Added 19.84%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
15,518
shares
|
$436,986
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
15,516
shares
|
$436,930
0.03% of portfolio
|
Q4 2024
Added 200.0%
|