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 |
|---|---|---|---|---|---|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
23,260
shares
|
$674,307
0.24% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
23,256
shares
|
$674,191
0.04% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
23,151
shares
|
$671,147
0.15% of portfolio
|
Q2 2025
Added 15.97%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
23,122
shares
|
$670,306
0.02% of portfolio
|
Q3 2025
Reduced 43.78%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
23,038
shares
|
$667,871
0.21% of portfolio
|
Q3 2025
Added 214.9%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
22,891
shares
|
$663,610
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
22,446
shares
|
$650,709
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
22,406
shares
|
$649,549
0.36% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
22,063
shares
|
$639,606
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
21,984
shares
|
$637,316
0.16% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
21,859
shares
|
$633,692
0.04% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Oct 15, 2025 Q3 2025 |
21,850
shares
|
$633,431
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
21,785
shares
|
$631,547
0.16% of portfolio
|
Q2 2025
Reduced 32.07%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
21,570
shares
|
$625,314
0.02% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
21,558
shares
|
$624,966
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
21,532
shares
|
$624,212
0.34% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
21,493
shares
|
$623,082
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
21,310
shares
|
$617,776
0.16% of portfolio
|
Q4 2025
Added 20.47%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
20,747
shares
|
$601,455
0.14% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
20,409
shares
|
$591,656
0.8% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
20,071
shares
|
$581,858
0.26% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
19,925
shares
|
$577,625
0.07% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
19,900
shares
|
$576,901
0.13% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Resolute Advisors LLC
|
Nov 13, 2025 Q3 2025 |
19,895
shares
|
$576,756
0.15% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
19,764
shares
|
$572,958
0.07% of portfolio
|
Q1 2025
Reduced 0.5%
|
|