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 |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
19,689
shares
|
$570,784
0.2% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
19,600
shares
|
$568,204
0.0% of portfolio
|
Q3 2025
Added 33.44%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
19,533
shares
|
$566,261
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
19,451
shares
|
$563,884
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
19,345
shares
|
$560,811
0.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
19,339
shares
|
$560,637
0.07% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
19,246
shares
|
$557,941
0.17% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
19,164
shares
|
$555,564
0.4% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
19,104
shares
|
$553,824
0.11% of portfolio
|
Q3 2025
Reduced 12.36%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
19,080
shares
|
$553,129
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
19,036
shares
|
$551,853
0.4% of portfolio
|
Q2 2023
Reduced 1.0%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
19,021
shares
|
$551,418
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
18,809
shares
|
$545,272
0.95% of portfolio
|
Q2 2022
Added 1.07%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
18,713
shares
|
$542,489
0.02% of portfolio
|
Q3 2025
Reduced 22.83%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
18,618
shares
|
$539,735
0.03% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
18,474
shares
|
$535,561
0.01% of portfolio
|
Q3 2025
Added 26.66%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
18,210
shares
|
$527,907
0.08% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
18,210
shares
|
$527,907
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
17,890
shares
|
$518,631
0.01% of portfolio
|
Q3 2025
Added 377.83%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
17,839
shares
|
$517,152
0.02% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
17,597
shares
|
$510,137
0.01% of portfolio
|
Q3 2025
Reduced 18.36%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
17,497
shares
|
$507,238
0.07% of portfolio
|
Q4 2024
Added 201.67%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
17,463
shares
|
$506,252
0.04% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
17,458
shares
|
$506,107
0.05% of portfolio
|
Q3 2025
Reduced 22.78%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
17,437
shares
|
$505,498
0.38% of portfolio
|
Q3 2025
Added 49.37%
|
|