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 |
|---|---|---|---|---|---|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
7,800
shares
|
$217,542
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
7,748
shares
|
$216,091
0.23% of portfolio
|
Q2 2025
Reduced 26.99%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
7,711
shares
|
$215,059
0.04% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,697
shares
|
$214,669
0.01% of portfolio
|
Q4 2024
Added 193.89%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
7,696
shares
|
$214,641
0.02% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
7,677
shares
|
$214,111
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
7,658
shares
|
$213,581
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Granite Bay Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
7,639
shares
|
$213,051
0.07% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Wincap Financial LLC
Boston, MA |
May 07, 2025 Q1 2025 |
7,621
shares
|
$212,549
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
7,593
shares
|
$211,768
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,579
shares
|
$211,378
0.01% of portfolio
|
Q3 2024
Reduced 28.77%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
7,577
shares
|
$211,322
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
7,536
shares
|
$210,179
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
7,519
shares
|
$209,704
0.07% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,469
shares
|
$208,310
0.21% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
7,446
shares
|
$207,668
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,356
shares
|
$205,158
0.05% of portfolio
|
Q4 2022
Added 0.33%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,319
shares
|
$204,126
0.22% of portfolio
|
Q4 2022
Reduced 5.99%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
7,282
shares
|
$203,094
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
7,223
shares
|
$201,449
0.01% of portfolio
|
Q2 2025
Reduced 17.17%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,913
shares
|
$192,803
0.01% of portfolio
|
Q3 2022
Added 1.08%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
6,873
shares
|
$191,687
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
6,753
shares
|
$188,341
0.14% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
6,480
shares
|
$180,727
0.19% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
6,399
shares
|
$178,468
0.01% of portfolio
|
Q4 2024
Added 200.0%
|