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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,384
shares
|
$178,049
0.02% of portfolio
|
Q2 2020
Added 5.89%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
6,300
shares
|
$175,707
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
6,162
shares
|
$171,858
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
6,000
shares
|
$167,340
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
5,954
shares
|
$166,057
0.05% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
5,951
shares
|
$165,973
0.0% of portfolio
|
Q1 2025
Added 40.09%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
5,929
shares
|
$165,359
0.08% of portfolio
|
Q2 2025
Added 40.56%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
5,727
shares
|
$159,726
0.09% of portfolio
|
Q4 2022
Reduced 0.97%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
5,520
shares
|
$153,952
0.04% of portfolio
|
Q3 2022
Added 6.13%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,402
shares
|
$150,661
0.26% of portfolio
|
Q3 2024
Reduced 19.22%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,350
shares
|
$149,211
0.11% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,342
shares
|
$148,988
0.01% of portfolio
|
Q4 2022
Reduced 1.87%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
5,289
shares
|
$147,510
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
5,243
shares
|
$146,227
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,226
shares
|
$145,753
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
5,070
shares
|
$141,402
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5,009
shares
|
$139,701
0.01% of portfolio
|
Q1 2025
Added 49.75%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,945
shares
|
$137,916
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,945
shares
|
$137,916
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,687
shares
|
$130,720
0.08% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
4,601
shares
|
$128,321
0.12% of portfolio
|
Q2 2025
Added 12.19%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
4,569
shares
|
$127,429
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
4,470
shares
|
$124,668
0.04% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
4,416
shares
|
$123,162
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
4,382
shares
|
$122,213
0.01% of portfolio
|
Q1 2025
Added 0.55%
|