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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
17,417
shares
|
$504,918
0.02% of portfolio
|
Q3 2025
Reduced 39.55%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
17,301
shares
|
$501,555
0.06% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
17,298
shares
|
$501,469
0.13% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
17,284
shares
|
$501,063
0.04% of portfolio
|
Q1 2025
Reduced 11.52%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jan 07, 2026 Q4 2025 |
17,238
shares
|
$499,729
0.17% of portfolio
|
Q4 2025
Added 0.55%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
17,125
shares
|
$496,453
0.31% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
17,067
shares
|
$494,772
0.3% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
17,036
shares
|
$493,873
0.14% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
17,008
shares
|
$493,061
0.18% of portfolio
|
Q3 2025
Reduced 11.45%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
16,839
shares
|
$488,162
0.07% of portfolio
|
Q3 2025
Added 67.49%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
16,779
shares
|
$486,423
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
16,737
shares
|
$485,205
0.09% of portfolio
|
Q4 2025
Reduced 6.29%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
16,736
shares
|
$485,176
0.28% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
16,688
shares
|
$483,785
0.01% of portfolio
|
Q2 2022
Reduced 0.95%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
16,383
shares
|
$474,943
0.07% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
16,373
shares
|
$474,653
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Payne Capital LLC
Lake Oswego, OR |
Nov 04, 2025 Q3 2025 |
16,266
shares
|
$471,551
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
16,235
shares
|
$470,652
0.04% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
16,079
shares
|
$466,130
0.03% of portfolio
|
Q4 2025
Reduced 7.53%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
16,069
shares
|
$465,840
0.03% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
15,950
shares
|
$462,390
0.21% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
15,910
shares
|
$461,230
0.01% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
15,885
shares
|
$460,506
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
15,817
shares
|
$458,534
0.29% of portfolio
|
Q3 2025
Added 10.18%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
15,788
shares
|
$457,694
0.0% of portfolio
|
Q3 2025
Added 2.29%
|
|