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 979 institutions that hold shares in the stock, with a total of 358 Million shares, which have been reported (via 13F filing form) to have a value of $10.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
58,511
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
58,168
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2025
Added 17.36%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
57,101
shares
|
$1.66 Million
0.03% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
56,717
shares
|
$1.64 Million
0.05% of portfolio
|
Q3 2023
Reduced 3.03%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
55,806
shares
|
$1.62 Million
0.69% of portfolio
|
Q3 2025
Added 32.56%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
55,296
shares
|
$1.6 Million
1.3% of portfolio
|
Q3 2025
Added 30.66%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
54,945
shares
|
$1.59 Million
0.94% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
54,938
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
54,821
shares
|
$1.59 Million
0.08% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
54,608
shares
|
$1.58 Million
0.17% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
52,432
shares
|
$1.52 Million
0.26% of portfolio
|
Q3 2025
Added 68.23%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
52,178
shares
|
$1.51 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
51,725
shares
|
$1.5 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
ETF Store, Inc.
|
Nov 12, 2025 Q3 2025 |
51,479
shares
|
$1.49 Million
1.66% of portfolio
|
Q3 2025
Added 15.39%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
50,823
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.97%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
50,501
shares
|
$1.46 Million
0.05% of portfolio
|
Q3 2025
Added 9.39%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
50,446
shares
|
$1.46 Million
0.04% of portfolio
|
Q3 2025
Added 114.83%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
50,247
shares
|
$1.46 Million
0.79% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
50,082
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
49,762
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
49,466
shares
|
$1.43 Million
0.98% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
49,254
shares
|
$1.43 Million
0.12% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
49,208
shares
|
$1.43 Million
0.08% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
49,013
shares
|
$1.42 Million
0.32% of portfolio
|
Q4 2025
Added 0.56%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
48,934
shares
|
$1.42 Million
0.19% of portfolio
|
Q3 2025
Added 0.38%
|
|