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 |
|---|---|---|---|---|---|
|
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
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
42,130
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2025
Reduced 13.66%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
41,959
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2023
Reduced 0.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,762
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 14, 2026 Q4 2025 |
41,548
shares
|
$1.2 Million
0.64% of portfolio
|
Q4 2025
Added 4.21%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
41,530
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
41,273
shares
|
$1.2 Million
0.36% of portfolio
|
Q4 2025
Added 16.5%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
41,110
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2024
Reduced 6.47%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
40,711
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
40,591
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
Added 71.58%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
40,588
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 118.52%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 13, 2025 Q3 2025 |
40,438
shares
|
$1.17 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
40,382
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
40,298
shares
|
$1.17 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
39,972
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2025
Reduced 93.03%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
39,580
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2025
Added 134.26%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
39,570
shares
|
$1.15 Million
0.1% of portfolio
|
Q3 2025
Added 12582.69%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
39,343
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 13, 2026 Q4 2025 |
38,881
shares
|
$1.13 Million
0.16% of portfolio
|
Q4 2025
Added 40.93%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
38,652
shares
|
$1.12 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
38,547
shares
|
$1.12 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
38,510
shares
|
$1.12 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
37,981
shares
|
$1.1 Million
0.15% of portfolio
|
Q3 2025
Added 13.81%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
37,587
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2025
Reduced 45.15%
|
|