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 |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
446
shares
|
$12,438
0.0% of portfolio
|
Q1 2025
Reduced 96.09%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
437
shares
|
$12,187
0.01% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
429
shares
|
$11,964
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
408
shares
|
$11,379
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
392
shares
|
$10,932
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
377
shares
|
$10,514
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
374
shares
|
$10,430
0.03% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
354
shares
|
$9,873
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
351
shares
|
$9,789
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
325
shares
|
$9,064
0.0% of portfolio
|
Q1 2025
Reduced 64.52%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
324
shares
|
$9,036
0.0% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
300
shares
|
$8,367
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
299
shares
|
$8,339
0.0% of portfolio
|
Q1 2025
Added 162.28%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
289
shares
|
$8,060
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
282
shares
|
$7,864
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
279
shares
|
$7,781
0.01% of portfolio
|
Q1 2025
Reduced 60.37%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
261
shares
|
$7,279
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
230
shares
|
$6,414
0.1% of portfolio
|
Q1 2025
Added 18.56%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
225
shares
|
$6,275
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
222
shares
|
$6,191
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
198
shares
|
$5,522
0.0% of portfolio
|
Q2 2022
Added 0.51%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
195
shares
|
$5,438
0.0% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
195
shares
|
$5,438
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
194
shares
|
$5,410
0.01% of portfolio
|
Q2 2024
Reduced 95.64%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
186
shares
|
$5,187
0.0% of portfolio
|
Q1 2025
New holding
|