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 |
|---|---|---|---|---|---|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
8,647
shares
|
$250,676
0.01% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
8,612
shares
|
$249,661
0.03% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Oct 16, 2025 Q3 2025 |
8,530
shares
|
$247,284
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
8,503
shares
|
$246,501
0.12% of portfolio
|
Q4 2024
Added 199.93%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 21, 2025 Q3 2025 |
8,405
shares
|
$243,660
0.21% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
8,386
shares
|
$243,110
0.0% of portfolio
|
Q4 2024
Added 202.09%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
8,296
shares
|
$240,501
0.03% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
8,288
shares
|
$240,269
0.06% of portfolio
|
Q3 2022
Added 0.67%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
8,275
shares
|
$239,892
0.02% of portfolio
|
Q4 2024
Added 199.93%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
8,228
shares
|
$238,529
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
8,228
shares
|
$238,529
0.5% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
8,216
shares
|
$238,181
0.21% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
8,209
shares
|
$237,978
0.12% of portfolio
|
Q3 2025
Added 9.39%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
8,165
shares
|
$236,703
0.01% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
8,163
shares
|
$236,645
0.05% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
8,141
shares
|
$236,007
0.09% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
8,131
shares
|
$235,717
0.02% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
8,100
shares
|
$234,819
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 12, 2026 Q4 2025 |
8,091
shares
|
$234,558
0.1% of portfolio
|
Q4 2025
Reduced 12.92%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
8,068
shares
|
$233,891
0.01% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,988
shares
|
$231,572
0.01% of portfolio
|
Q2 2025
Reduced 39.9%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Oct 09, 2025 Q3 2025 |
7,957
shares
|
$230,673
0.21% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
7,941
shares
|
$230,209
0.01% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
7,913
shares
|
$229,397
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
7,863
shares
|
$227,948
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|
|