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 |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
12,855
shares
|
$358,525
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
12,816
shares
|
$357,438
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
12,759
shares
|
$355,848
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
12,759
shares
|
$355,848
0.07% of portfolio
|
Q1 2025
Added 15.16%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
12,751
shares
|
$355,625
0.01% of portfolio
|
Q1 2025
Reduced 88.75%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
12,689
shares
|
$353,896
0.19% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Jul 16, 2025 Q2 2025 |
12,660
shares
|
$353,087
0.35% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jul 16, 2025 Q2 2025 |
12,660
shares
|
$353,087
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
12,647
shares
|
$352,724
0.07% of portfolio
|
Q2 2025
Added 128.12%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
12,573
shares
|
$350,660
0.06% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
12,495
shares
|
$348,485
0.1% of portfolio
|
Q2 2025
Added 13.11%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
12,410
shares
|
$346,114
0.03% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,403
shares
|
$345,919
0.33% of portfolio
|
Q1 2023
Added 0.14%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
12,368
shares
|
$344,943
0.25% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
12,366
shares
|
$344,887
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
12,281
shares
|
$342,517
0.25% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
12,247
shares
|
$341,568
0.01% of portfolio
|
Q4 2023
Added 91.54%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
12,204
shares
|
$340,369
0.0% of portfolio
|
Q1 2025
Reduced 31.42%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
12,182
shares
|
$339,755
0.06% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
12,163
shares
|
$339,226
0.06% of portfolio
|
Q2 2025
Added 21.89%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
12,130
shares
|
$338,305
0.02% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
12,114
shares
|
$337,859
0.22% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
12,099
shares
|
$337,441
0.02% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
12,017
shares
|
$335,154
0.32% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
11,951
shares
|
$333,313
0.25% of portfolio
|
Q1 2025
Reduced 0.24%
|