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 |
|---|---|---|---|---|---|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 31, 2025 Q3 2025 |
32,559
shares
|
$943,885
1.35% of portfolio
|
Q3 2025
Added 22.98%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
32,559
shares
|
$943,885
0.3% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
32,545
shares
|
$943,479
0.03% of portfolio
|
Q3 2025
Added 16.65%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
32,313
shares
|
$936,753
1.26% of portfolio
|
Q2 2025
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
31,959
shares
|
$926,491
0.1% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
31,818
shares
|
$922,403
0.02% of portfolio
|
Q4 2024
Added 328.58%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
31,793
shares
|
$921,679
0.08% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
31,732
shares
|
$919,910
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
31,633
shares
|
$917,040
0.02% of portfolio
|
Q4 2025
Reduced 8.85%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
31,627
shares
|
$916,866
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
31,387
shares
|
$909,909
0.07% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
31,307
shares
|
$907,589
0.1% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
30,991
shares
|
$898,429
0.34% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
30,761
shares
|
$891,761
0.1% of portfolio
|
Q4 2023
Reduced 0.25%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
30,548
shares
|
$885,586
0.42% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
30,533
shares
|
$885,151
0.05% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
30,452
shares
|
$882,803
0.07% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
30,251
shares
|
$876,976
0.02% of portfolio
|
Q4 2025
Reduced 6.28%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
30,171
shares
|
$874,657
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
30,066
shares
|
$871,613
0.24% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
29,818
shares
|
$864,423
0.01% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
29,778
shares
|
$863,264
0.74% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
29,725
shares
|
$861,727
0.15% of portfolio
|
Q2 2025
Reduced 40.85%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
29,373
shares
|
$851,523
0.01% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
29,312
shares
|
$849,754
0.07% of portfolio
|
Q3 2025
New holding
|
|