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 |
|---|---|---|---|---|---|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
226,973
shares
|
$6.33 Million
0.63% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
223,030
shares
|
$6.22 Million
0.1% of portfolio
|
Q1 2025
Added 57.03%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
221,816
shares
|
$6.19 Million
1.28% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
216,866
shares
|
$6.05 Million
3.08% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
216,849
shares
|
$6.05 Million
3.91% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
216,664
shares
|
$6.04 Million
1.68% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
214,539
shares
|
$5.98 Million
2.25% of portfolio
|
Q1 2025
Reduced 15.37%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
210,844
shares
|
$5.88 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
205,502
shares
|
$5.73 Million
4.48% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
205,330
shares
|
$5.73 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
203,714
shares
|
$5.68 Million
1.69% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
202,709
shares
|
$5.65 Million
0.19% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
202,249
shares
|
$5.64 Million
4.76% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
201,219
shares
|
$5.61 Million
3.27% of portfolio
|
Q1 2025
Reduced 27.39%
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
199,694
shares
|
$5.57 Million
1.8% of portfolio
|
Q1 2025
Reduced 16.79%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
198,891
shares
|
$5.55 Million
4.46% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
198,264
shares
|
$5.53 Million
2.11% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
195,619
shares
|
$5.46 Million
3.51% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
193,949
shares
|
$5.41 Million
2.85% of portfolio
|
Q4 2024
Added 218.6%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
192,841
shares
|
$5.38 Million
4.41% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
191,224
shares
|
$5.33 Million
0.95% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
190,094
shares
|
$5.3 Million
3.24% of portfolio
|
Q4 2023
Added 6.04%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
187,645
shares
|
$5.23 Million
0.55% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
185,364
shares
|
$5.17 Million
4.09% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
177,010
shares
|
$4.94 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.83%
|