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 975 institutions that hold shares in the stock, with a total of 359 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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
51,888,949
shares
|
$1.5 Billion
2.89% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
44,357,295
shares
|
$1.29 Billion
1.44% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
34,105,438
shares
|
$989 Million
10.12% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
16,686,727
shares
|
$484 Million
0.15% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
12,059,269
shares
|
$350 Million
0.52% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
10,079,785
shares
|
$292 Million
8.51% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
8,773,478
shares
|
$254 Million
0.34% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
8,450,003
shares
|
$245 Million
2.09% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
6,581,229
shares
|
$191 Million
0.31% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
4,734,490
shares
|
$137 Million
1.12% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
4,331,628
shares
|
$126 Million
10.57% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,251,449
shares
|
$123 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
3,781,097
shares
|
$110 Million
0.03% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
3,352,224
shares
|
$97.2 Million
0.55% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
2,999,067
shares
|
$86.9 Million
0.11% of portfolio
|
Q3 2025
Added 144.34%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
2,948,293
shares
|
$85.5 Million
22.45% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Nov 03, 2025 Q3 2025 |
2,946,692
shares
|
$85.4 Million
14.79% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
2,615,654
shares
|
$75.8 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,613,888
shares
|
$75.8 Million
0.0% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
2,611,407
shares
|
$75.7 Million
13.51% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
2,572,062
shares
|
$74.6 Million
3.09% of portfolio
|
Q3 2025
Added 12.49%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,504,304
shares
|
$72.6 Million
0.01% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,361,457
shares
|
$68.5 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
2,090,688
shares
|
$60.6 Million
1.97% of portfolio
|
Q3 2025
Added 11.12%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
1,960,789
shares
|
$56.8 Million
6.59% of portfolio
|
Q3 2025
Added 4.57%
|
|