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 |
|---|---|---|---|---|---|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
15,761
shares
|
$456,911
0.33% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
15,637
shares
|
$453,316
0.03% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
15,618
shares
|
$452,765
0.18% of portfolio
|
Q3 2024
Added 19.84%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
15,603
shares
|
$452,330
0.08% of portfolio
|
Q4 2025
Added 2.56%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
15,518
shares
|
$449,866
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
15,499
shares
|
$449,316
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,370
shares
|
$445,576
0.08% of portfolio
|
Q4 2023
Reduced 1.78%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
15,203
shares
|
$440,734
0.02% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
15,193
shares
|
$440,445
0.06% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,120
shares
|
$438,328
0.04% of portfolio
|
Q3 2022
Reduced 1.32%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
15,119
shares
|
$438,299
0.07% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
15,106
shares
|
$437,922
0.08% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
15,101
shares
|
$437,777
0.18% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
15,096
shares
|
$437,633
0.01% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
15,029
shares
|
$435,690
0.04% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 09, 2025 Q3 2025 |
14,924
shares
|
$432,646
0.27% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
14,920
shares
|
$432,530
0.32% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
14,884
shares
|
$431,487
0.03% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
14,779
shares
|
$428,443
0.2% of portfolio
|
Q4 2025
Reduced 0.2%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
14,736
shares
|
$427,196
0.0% of portfolio
|
Q3 2025
Added 21.87%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
14,554
shares
|
$421,920
0.07% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
14,496
shares
|
$420,239
0.01% of portfolio
|
Q4 2025
Reduced 0.43%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
14,370
shares
|
$416,586
0.06% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
14,367
shares
|
$416,499
0.17% of portfolio
|
Q3 2025
Added 38.1%
|
|
|
Diversified Investment Strategies, LLC
|
Oct 27, 2025 Q3 2025 |
14,284
shares
|
$414,093
0.28% of portfolio
|
Q3 2025
Reduced 3.45%
|
|