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 933 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 $9.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
451,534
shares
|
$12.6 Million
0.57% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
414,932
shares
|
$11.6 Million
0.06% of portfolio
|
Q1 2025
Added 156.25%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
414,078
shares
|
$11.5 Million
0.14% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
411,146
shares
|
$11.5 Million
4.16% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
406,546
shares
|
$11.3 Million
0.22% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
406,394
shares
|
$11.3 Million
2.86% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
404,128
shares
|
$11.3 Million
5.91% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
395,098
shares
|
$11 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
380,088
shares
|
$10.6 Million
1.73% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
371,485
shares
|
$10.4 Million
0.15% of portfolio
|
Q1 2025
Added 2843.85%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
366,204
shares
|
$10.2 Million
0.04% of portfolio
|
Q1 2025
Added 100.48%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
353,726
shares
|
$9.87 Million
1.24% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
351,389
shares
|
$9.8 Million
4.66% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
351,064
shares
|
$9.79 Million
3.29% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
338,256
shares
|
$9.43 Million
2.67% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
334,791
shares
|
$9.34 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
333,360
shares
|
$9.3 Million
1.66% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
328,851
shares
|
$9.17 Million
1.8% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
328,315
shares
|
$9.16 Million
2.27% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Bishop & CO Investment Management, LLC
|
May 07, 2025 Q1 2025 |
323,856
shares
|
$9.03 Million
3.33% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
322,064
shares
|
$8.98 Million
1.1% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
312,923
shares
|
$8.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
312,556
shares
|
$8.72 Million
1.16% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
306,035
shares
|
$8.54 Million
1.82% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
304,620
shares
|
$8.5 Million
1.77% of portfolio
|
Q1 2025
Added 7.89%
|