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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
37,044
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
36,725
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2025
Added 99.77%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
36,449
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Added 98.88%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
36,440
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
36,309
shares
|
$1.05 Million
0.2% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
35,787
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Added 16.34%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
35,779
shares
|
$1.04 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
35,524
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
35,493
shares
|
$1.03 Million
0.36% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
35,380
shares
|
$1.03 Million
0.32% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
34,923
shares
|
$1.01 Million
0.1% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
34,880
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Reduced 13.32%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
34,703
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
34,413
shares
|
$997,632
0.16% of portfolio
|
Q3 2025
Reduced 25.15%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
34,305
shares
|
$994,501
0.31% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
34,200
shares
|
$991,458
0.01% of portfolio
|
Q3 2025
Added 3700.0%
|
|
|
Thayer Financial, L.L.C.
Hickory, NC |
Jan 12, 2026 Q4 2025 |
34,092
shares
|
$988,327
1.07% of portfolio
|
Q4 2025
New holding
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
34,046
shares
|
$986,993
0.65% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
34,007
shares
|
$985,862
0.01% of portfolio
|
Q3 2025
Added 125.89%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
33,956
shares
|
$984,384
0.19% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
33,948
shares
|
$984,152
0.17% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
33,104
shares
|
$959,684
0.2% of portfolio
|
Q4 2025
Reduced 0.79%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
32,944
shares
|
$955,046
0.1% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
32,919
shares
|
$954,321
0.01% of portfolio
|
Q3 2023
Reduced 0.34%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
32,685
shares
|
$947,538
0.94% of portfolio
|
Q3 2025
Reduced 2.18%
|
|