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 |
|---|---|---|---|---|---|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
10,453
shares
|
$291,534
0.25% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
10,435
shares
|
$291,032
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
10,405
shares
|
$290,195
0.14% of portfolio
|
Q4 2024
Added 129.54%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
10,232
shares
|
$285,370
0.0% of portfolio
|
Q1 2025
Reduced 54.97%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
10,189
shares
|
$284,171
0.03% of portfolio
|
Q2 2025
Reduced 29.76%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
10,182
shares
|
$283,975
0.07% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
10,166
shares
|
$283,529
0.22% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
10,165
shares
|
$283,501
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
10,155
shares
|
$283,222
0.02% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
10,141
shares
|
$282,832
0.17% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
10,054
shares
|
$280,406
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
10,050
shares
|
$280,294
0.01% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
10,031
shares
|
$279,764
0.1% of portfolio
|
Q2 2025
Added 16.23%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,023
shares
|
$279,541
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
10,004
shares
|
$279,011
0.03% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Apr 22, 2025 Q1 2025 |
9,996
shares
|
$278,788
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
9,992
shares
|
$278,676
0.18% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
9,935
shares
|
$277,087
0.02% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
9,865
shares
|
$275,134
0.11% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
9,822
shares
|
$273,935
0.12% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Apr 22, 2025 Q1 2025 |
9,801
shares
|
$273,349
0.1% of portfolio
|
Q1 2025
Reduced 87.7%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
9,768
shares
|
$272,429
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
9,757
shares
|
$272,122
0.03% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
9,684
shares
|
$270,086
0.01% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
9,677
shares
|
$269,891
0.01% of portfolio
|
Q4 2024
Added 178.88%
|