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 |
|---|---|---|---|---|---|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
1,416
shares
|
$41,049
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
1,414
shares
|
$40,991
0.0% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,380
shares
|
$40,006
0.0% of portfolio
|
Q2 2024
Added 2.45%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
1,299
shares
|
$37,658
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
1,275
shares
|
$36,962
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
1,200
shares
|
$34,788
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
1,197
shares
|
$34,701
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
1,188
shares
|
$34,440
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,176
shares
|
$34,092
0.01% of portfolio
|
Q3 2022
Reduced 20.81%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
1,170
shares
|
$33,918
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,159
shares
|
$33,599
0.02% of portfolio
|
Q3 2024
Added 12.96%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
1,109
shares
|
$32,149
0.01% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
1,090
shares
|
$31,599
0.0% of portfolio
|
Q4 2025
Reduced 52.26%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
1,041
shares
|
$30,178
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,022
shares
|
$29,627
0.0% of portfolio
|
Q3 2022
Reduced 33.2%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
1,017
shares
|
$29,482
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
996
shares
|
$28,874
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
967
shares
|
$28,033
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
900
shares
|
$26,091
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
894
shares
|
$25,917
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
885
shares
|
$25,656
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
881
shares
|
$25,540
0.02% of portfolio
|
Q4 2024
Added 200.68%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
876
shares
|
$25,395
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
864
shares
|
$25,047
0.01% of portfolio
|
Q4 2025
Reduced 30.94%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
838
shares
|
$24,293
0.02% of portfolio
|
Q4 2025
Reduced 36.61%
|
|