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 |
|---|---|---|---|---|---|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
47,942
shares
|
$1.39 Million
0.49% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
47,855
shares
|
$1.39 Million
0.16% of portfolio
|
Q3 2025
Added 9.39%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
47,844
shares
|
$1.39 Million
0.34% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
47,620
shares
|
$1.38 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
47,461
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
47,364
shares
|
$1.37 Million
0.05% of portfolio
|
Q4 2024
Added 197.2%
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
47,323
shares
|
$1.37 Million
0.4% of portfolio
|
Q4 2025
Added 2.74%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
46,414
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2025
Added 13.67%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
46,414
shares
|
$1.35 Million
0.12% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
46,110
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
45,840
shares
|
$1.33 Million
0.59% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
45,354
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
45,000
shares
|
$1.3 Million
0.9% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
44,980
shares
|
$1.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
44,973
shares
|
$1.3 Million
0.19% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
44,947
shares
|
$1.3 Million
0.06% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
44,926
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
44,111
shares
|
$1.28 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
43,860
shares
|
$1.27 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
42,969
shares
|
$1.25 Million
0.6% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
42,925
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
42,697
shares
|
$1.24 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
42,558
shares
|
$1.23 Million
0.13% of portfolio
|
Q1 2025
Added 93.85%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 30, 2025 Q3 2025 |
42,533
shares
|
$1.23 Million
1.03% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
42,483
shares
|
$1.23 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|