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 977 institutions that hold shares in the stock, with a total of 357 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 |
|---|---|---|---|---|---|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
28,736
shares
|
$833,056
0.17% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
28,718
shares
|
$832,534
0.15% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
28,650
shares
|
$830,563
0.01% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
28,340
shares
|
$821,576
0.0% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
28,255
shares
|
$819,112
0.01% of portfolio
|
Q4 2025
Added 1.51%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
28,107
shares
|
$814,821
0.63% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
28,055
shares
|
$813,314
0.06% of portfolio
|
Q3 2025
Reduced 20.85%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
27,986
shares
|
$811,314
0.06% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
27,928
shares
|
$809,632
0.12% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Santori & Peters, Inc.
|
Oct 15, 2025 Q3 2025 |
27,719
shares
|
$803,573
0.29% of portfolio
|
Q3 2025
Reduced 14.72%
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
27,589
shares
|
$799,805
0.12% of portfolio
|
Q3 2025
Reduced 47.28%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
27,546
shares
|
$798,558
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
26,641
shares
|
$772,322
0.02% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
26,451
shares
|
$766,814
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
26,431
shares
|
$766,234
0.0% of portfolio
|
Q3 2025
Added 28.21%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
26,408
shares
|
$765,567
0.12% of portfolio
|
Q3 2025
Added 53.89%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
26,274
shares
|
$761,683
1.64% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
26,265
shares
|
$761,422
0.12% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
26,104
shares
|
$756,754
0.04% of portfolio
|
Q4 2024
Added 505.66%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
26,080
shares
|
$756,059
0.36% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
25,994
shares
|
$753,566
0.01% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
25,875
shares
|
$750,116
0.17% of portfolio
|
Q2 2023
Reduced 0.29%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
25,597
shares
|
$742,057
0.08% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
25,528
shares
|
$740,056
0.05% of portfolio
|
Q1 2024
Reduced 4.6%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
25,450
shares
|
$737,795
0.53% of portfolio
|
Q1 2025
Added 218.44%
|
|