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 962 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 $9.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
37
shares
|
$1,035
0.0% of portfolio
|
Q1 2025
Added 516.67%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
36
shares
|
$1,007
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
30
shares
|
$839
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
18
shares
|
$503
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
15
shares
|
$419
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
12
shares
|
$335
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
5
shares
|
$139
0.0% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
3
shares
|
$83
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3
shares
|
$83
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|