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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
15,469
shares
|
$431,430
0.03% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
15,435
shares
|
$430,482
0.0% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,370
shares
|
$428,669
0.08% of portfolio
|
Q4 2023
Reduced 1.78%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
15,276
shares
|
$426,047
0.02% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
15,169
shares
|
$423,063
0.04% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,120
shares
|
$421,696
0.04% of portfolio
|
Q3 2022
Reduced 1.32%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
15,105
shares
|
$421,278
0.08% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
15,099
shares
|
$421,111
0.3% of portfolio
|
Q4 2024
Added 202.52%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
15,093
shares
|
$420,943
0.01% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Diversified Investment Strategies, LLC
|
May 13, 2025 Q1 2025 |
15,079
shares
|
$420,553
0.28% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
15,029
shares
|
$419,158
0.05% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
14,978
shares
|
$417,736
0.07% of portfolio
|
Q2 2025
Added 18.53%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
14,961
shares
|
$417,262
0.1% of portfolio
|
Q1 2025
Added 564.64%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
14,898
shares
|
$415,505
0.2% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 08, 2025 Q1 2025 |
14,885
shares
|
$415,142
0.27% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
14,740
shares
|
$411,098
0.02% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
14,677
shares
|
$409,341
0.01% of portfolio
|
Q1 2025
Added 9.16%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
14,644
shares
|
$408,421
0.08% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
14,567
shares
|
$406,273
0.07% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
14,533
shares
|
$405,325
0.02% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
14,413
shares
|
$401,978
0.31% of portfolio
|
Q1 2025
Reduced 24.38%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
14,351
shares
|
$400,249
0.31% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
14,269
shares
|
$397,962
0.05% of portfolio
|
Q2 2023
Reduced 30.25%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
13,953
shares
|
$389,149
0.16% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
13,949
shares
|
$389,037
0.04% of portfolio
|
Q1 2025
Reduced 4.47%
|