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 |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,077
shares
|
$89,202
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
3,059
shares
|
$88,680
0.01% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
3,000
shares
|
$86,970
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
2,965
shares
|
$85,955
0.02% of portfolio
|
Q1 2025
Reduced 17.64%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
2,891
shares
|
$83,810
0.02% of portfolio
|
Q4 2025
Added 0.56%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
2,769
shares
|
$80,273
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
2,667
shares
|
$77,316
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,373
shares
|
$68,793
0.13% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
2,244
shares
|
$65,053
0.03% of portfolio
|
Q1 2025
Reduced 96.24%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
2,235
shares
|
$64,792
0.01% of portfolio
|
Q2 2022
Reduced 66.67%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
2,227
shares
|
$64,560
0.04% of portfolio
|
Q2 2025
Reduced 49.34%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
2,175
shares
|
$63,053
0.01% of portfolio
|
Q1 2025
Added 23.09%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
2,095
shares
|
$60,734
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
2,088
shares
|
$60,531
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
2,085
shares
|
$60,444
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
2,067
shares
|
$59,922
0.01% of portfolio
|
Q1 2025
Reduced 16.59%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,040
shares
|
$59,139
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
2,011
shares
|
$58,298
0.02% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,989
shares
|
$57,661
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,829
shares
|
$53,022
0.0% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
1,760
shares
|
$51,022
0.02% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,654
shares
|
$47,949
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,621
shares
|
$46,992
0.01% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
1,500
shares
|
$43,485
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
1,485
shares
|
$43,050
0.0% of portfolio
|
Q3 2025
Added 20.44%
|
|