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 |
|---|---|---|---|---|---|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
25,436
shares
|
$737,389
0.17% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
25,345
shares
|
$734,751
0.78% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 22, 2025 Q3 2025 |
24,999
shares
|
$724,721
1.29% of portfolio
|
Q3 2025
Added 159.92%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
24,997
shares
|
$724,663
0.0% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
24,947
shares
|
$723,213
0.25% of portfolio
|
Q4 2024
Added 194.08%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
24,652
shares
|
$714,661
0.0% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
24,591
shares
|
$712,893
0.3% of portfolio
|
Q4 2025
Reduced 12.83%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
24,570
shares
|
$712,284
0.03% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
24,563
shares
|
$712,081
0.02% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
24,546
shares
|
$711,588
0.05% of portfolio
|
Q4 2023
Reduced 8.31%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
24,532
shares
|
$711,182
0.08% of portfolio
|
Q3 2025
Added 97.2%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
24,483
shares
|
$709,762
0.12% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
24,456
shares
|
$708,979
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
24,404
shares
|
$707,471
0.14% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
24,312
shares
|
$704,804
0.01% of portfolio
|
Q3 2025
Added 147.55%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
24,237
shares
|
$702,630
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
24,237
shares
|
$702,630
0.16% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
24,149
shares
|
$700,079
0.34% of portfolio
|
Q3 2025
Added 10.14%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
24,138
shares
|
$699,760
0.17% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
24,088
shares
|
$698,311
0.48% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
23,986
shares
|
$695,354
0.4% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
23,933
shares
|
$693,817
0.58% of portfolio
|
Q4 2022
Added 5.75%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
23,736
shares
|
$688,106
0.15% of portfolio
|
Q3 2025
Added 47.56%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
23,610
shares
|
$684,453
0.16% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
23,460
shares
|
$680,105
0.02% of portfolio
|
Q3 2025
Added 34.03%
|
|