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 |
|---|---|---|---|---|---|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,287
shares
|
$119,564
0.06% of portfolio
|
Q3 2022
Reduced 12.99%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
4,254
shares
|
$118,644
0.04% of portfolio
|
Q1 2025
Added 81.02%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
4,169
shares
|
$116,273
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
4,167
shares
|
$116,217
0.04% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,141
shares
|
$115,492
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
4,140
shares
|
$115,464
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
4,128
shares
|
$115,129
0.06% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
3,891
shares
|
$108,519
0.04% of portfolio
|
Q1 2025
Added 29.7%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
3,864
shares
|
$107,766
0.02% of portfolio
|
Q1 2025
Added 84.88%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
3,777
shares
|
$105,340
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,724
shares
|
$103,862
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
3,669
shares
|
$102,328
0.0% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,625
shares
|
$101,101
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,572
shares
|
$99,623
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,416
shares
|
$95,272
0.01% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
3,369
shares
|
$93,961
0.15% of portfolio
|
Q2 2023
Reduced 51.55%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
3,261
shares
|
$90,949
0.03% of portfolio
|
Q1 2024
Reduced 6.88%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,244
shares
|
$90,475
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
3,186
shares
|
$88,857
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
3,185
shares
|
$88,829
0.01% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,077
shares
|
$85,817
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
3,000
shares
|
$83,670
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
3,000
shares
|
$83,670
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
2,965
shares
|
$82,693
0.02% of portfolio
|
Q1 2025
Reduced 17.64%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
2,860
shares
|
$79,765
0.02% of portfolio
|
Q2 2025
Added 0.53%
|