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 |
|---|---|---|---|---|---|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
13,886
shares
|
$387,280
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
13,833
shares
|
$385,802
0.06% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
13,828
shares
|
$385,662
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
13,819
shares
|
$385,411
0.08% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
13,817
shares
|
$385,356
0.08% of portfolio
|
Q1 2025
Added 12.72%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
13,690
shares
|
$381,814
0.22% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
13,597
shares
|
$379,220
0.13% of portfolio
|
Q3 2024
Added 25.26%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
13,573
shares
|
$378,550
0.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
13,540
shares
|
$377,630
0.0% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
13,446
shares
|
$375,008
0.01% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
13,438
shares
|
$374,785
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
13,341
shares
|
$372,080
0.2% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
13,314
shares
|
$371,327
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
13,291
shares
|
$370,685
0.03% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
13,277
shares
|
$370,295
0.1% of portfolio
|
Q1 2023
Reduced 66.66%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
13,244
shares
|
$369,375
0.27% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
13,224
shares
|
$368,817
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
13,191
shares
|
$367,896
0.06% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
13,151
shares
|
$366,781
0.19% of portfolio
|
Q1 2025
Added 24.54%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
13,109
shares
|
$365,610
0.54% of portfolio
|
Q2 2022
Added 11.83%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
13,074
shares
|
$364,633
0.14% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
13,026
shares
|
$363,295
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
12,995
shares
|
$362,430
0.22% of portfolio
|
Q1 2025
Added 27.65%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
12,899
shares
|
$359,753
0.05% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
12,880
shares
|
$359,223
0.21% of portfolio
|
Q1 2025
Reduced 21.42%
|