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 |
|---|---|---|---|---|---|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
12,114
shares
|
$351,184
0.24% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
12,045
shares
|
$349,184
0.01% of portfolio
|
Q3 2025
Added 38.78%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
11,970
shares
|
$347,010
0.18% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
11,837
shares
|
$343,154
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
11,762
shares
|
$340,980
0.28% of portfolio
|
Q3 2025
Reduced 32.94%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
11,754
shares
|
$340,748
0.07% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
11,721
shares
|
$339,791
0.0% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
11,640
shares
|
$337,443
0.08% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
11,631
shares
|
$337,182
0.0% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
11,600
shares
|
$336,284
0.3% of portfolio
|
Q1 2023
Reduced 2.25%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
11,571
shares
|
$335,443
0.21% of portfolio
|
Q4 2025
Added 3.68%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
11,558
shares
|
$335,066
0.02% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jan 08, 2026 Q4 2025 |
11,509
shares
|
$333,645
0.3% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
11,480
shares
|
$332,805
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
11,457
shares
|
$332,138
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
11,400
shares
|
$330,486
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
11,304
shares
|
$327,702
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
11,271
shares
|
$326,746
0.2% of portfolio
|
Q3 2025
Added 20.3%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
11,268
shares
|
$326,659
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
11,213
shares
|
$325,064
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
11,115
shares
|
$322,223
0.29% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
11,099
shares
|
$321,760
0.02% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
11,070
shares
|
$320,919
0.07% of portfolio
|
Q3 2025
Reduced 74.35%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
11,040
shares
|
$320,049
0.05% of portfolio
|
Q4 2024
Added 235.56%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
11,030
shares
|
$319,759
0.02% of portfolio
|
Q4 2025
Reduced 2.53%
|
|