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 |
|---|---|---|---|---|---|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
9,677
shares
|
$280,536
0.14% of portfolio
|
Q3 2025
Added 18.03%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
9,596
shares
|
$278,188
0.19% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Rba Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
9,515
shares
|
$275,839
0.1% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
9,473
shares
|
$274,622
0.05% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 05, 2025 Q3 2025 |
9,460
shares
|
$274,245
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
9,451
shares
|
$273,984
0.01% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
9,409
shares
|
$272,766
0.1% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
9,355
shares
|
$271,201
0.01% of portfolio
|
Q4 2024
Added 194.09%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
9,344
shares
|
$270,882
0.01% of portfolio
|
Q2 2025
Added 22.02%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
9,237
shares
|
$267,780
0.1% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,134
shares
|
$264,794
0.01% of portfolio
|
Q4 2024
Added 125.81%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
9,131
shares
|
$264,707
0.07% of portfolio
|
Q3 2023
Reduced 20.67%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
9,106
shares
|
$263,982
0.09% of portfolio
|
Q2 2025
Reduced 33.7%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
9,072
shares
|
$262,997
0.09% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
9,048
shares
|
$262,301
0.1% of portfolio
|
Q3 2025
Reduced 8.28%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
9,001
shares
|
$260,938
0.09% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
9,000
shares
|
$260,910
0.04% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
8,950
shares
|
$259,460
0.07% of portfolio
|
Q4 2025
Added 11.46%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
8,924
shares
|
$258,706
0.24% of portfolio
|
Q4 2023
Added 0.71%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
8,919
shares
|
$258,561
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
8,899
shares
|
$257,982
0.14% of portfolio
|
Q3 2025
Reduced 14.7%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
8,862
shares
|
$256,909
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
8,781
shares
|
$254,561
0.14% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
8,699
shares
|
$252,184
0.01% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
8,652
shares
|
$250,821
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|