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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,788
shares
|
$77,757
0.01% of portfolio
|
Q1 2025
Added 30877.78%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
2,769
shares
|
$77,227
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,712
shares
|
$75,637
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,419
shares
|
$67,465
0.03% of portfolio
|
Q2 2025
Added 47.59%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,373
shares
|
$66,182
0.13% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,348
shares
|
$65,485
0.01% of portfolio
|
Q2 2025
Added 86.5%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,301
shares
|
$64,174
0.01% of portfolio
|
Q1 2025
Reduced 65.54%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
2,244
shares
|
$62,585
0.03% of portfolio
|
Q1 2025
Reduced 96.24%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
2,227
shares
|
$62,111
0.04% of portfolio
|
Q2 2025
Reduced 49.34%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
2,175
shares
|
$60,660
0.01% of portfolio
|
Q1 2025
Added 23.09%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
2,112
shares
|
$58,903
0.02% of portfolio
|
Q1 2025
Added 35.65%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
2,088
shares
|
$58,234
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
2,085
shares
|
$58,150
0.03% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
2,085
shares
|
$58,150
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
2,067
shares
|
$57,648
0.01% of portfolio
|
Q1 2025
Reduced 16.59%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,040
shares
|
$56,895
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
1,989
shares
|
$55,473
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,950
shares
|
$54,385
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
1,776
shares
|
$49,532
0.04% of portfolio
|
Q2 2025
Reduced 24.62%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
1,759
shares
|
$49,058
0.02% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,706
shares
|
$47,580
0.01% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,569
shares
|
$43,759
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
1,500
shares
|
$41,835
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
1,416
shares
|
$39,492
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,399
shares
|
$39,018
0.01% of portfolio
|
Q1 2025
Added 0.36%
|