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 |
|---|---|---|---|---|---|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
300,487
shares
|
$8.38 Million
3.21% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
294,081
shares
|
$8.2 Million
0.31% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
284,817
shares
|
$7.94 Million
1.29% of portfolio
|
Q2 2025
Added 18.52%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
282,533
shares
|
$7.88 Million
3.58% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
281,500
shares
|
$7.85 Million
3.09% of portfolio
|
Q2 2025
New holding
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
281,417
shares
|
$7.85 Million
0.1% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
280,030
shares
|
$7.81 Million
0.46% of portfolio
|
Q3 2022
Added 181.1%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
275,495
shares
|
$7.68 Million
2.22% of portfolio
|
Q2 2025
Added 32.97%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
274,510
shares
|
$7.66 Million
1.49% of portfolio
|
Q4 2022
Reduced 0.36%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
268,274
shares
|
$7.48 Million
2.42% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
264,216
shares
|
$7.37 Million
3.91% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
260,219
shares
|
$7.26 Million
11.26% of portfolio
|
Q2 2023
New holding
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
258,683
shares
|
$7.21 Million
3.7% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
256,003
shares
|
$7.14 Million
0.08% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
253,673
shares
|
$7.07 Million
0.25% of portfolio
|
Q1 2025
Added 17.58%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
250,152
shares
|
$6.98 Million
0.25% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
249,972
shares
|
$6.97 Million
0.91% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
248,221
shares
|
$6.92 Million
0.04% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
245,630
shares
|
$6.85 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
234,878
shares
|
$6.55 Million
0.9% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
230,264
shares
|
$6.42 Million
0.05% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
229,957
shares
|
$6.41 Million
0.29% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
229,641
shares
|
$6.4 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
228,981
shares
|
$6.39 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
228,956
shares
|
$6.39 Million
3.22% of portfolio
|
Q2 2025
Reduced 1.2%
|