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 973 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 |
|---|---|---|---|---|---|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
123,576
shares
|
$3.58 Million
0.07% of portfolio
|
Q4 2025
Reduced 2.16%
|
|
|
Barden Capital Management, Inc.
|
Jan 06, 2026 Q4 2025 |
123,435
shares
|
$3.58 Million
2.98% of portfolio
|
Q4 2025
Added 7.19%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
122,650
shares
|
$3.56 Million
1.92% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
121,982
shares
|
$3.54 Million
1.08% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
120,685
shares
|
$3.5 Million
0.15% of portfolio
|
Q3 2025
Reduced 7.05%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
118,377
shares
|
$3.43 Million
0.15% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
117,146
shares
|
$3.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
115,570
shares
|
$3.35 Million
0.04% of portfolio
|
Q3 2025
Added 56.61%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
110,208
shares
|
$3.19 Million
0.1% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
108,084
shares
|
$3.13 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 09, 2025 Q3 2025 |
107,463
shares
|
$3.12 Million
1.42% of portfolio
|
Q3 2025
Reduced 25.19%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
107,303
shares
|
$3.11 Million
0.12% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
104,611
shares
|
$3.03 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
104,452
shares
|
$3.03 Million
0.05% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
104,085
shares
|
$3.02 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
104,066
shares
|
$3.02 Million
0.3% of portfolio
|
Q3 2025
Added 18.41%
|
|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
103,876
shares
|
$3.01 Million
0.97% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
102,827
shares
|
$2.98 Million
0.02% of portfolio
|
Q3 2025
Added 27.03%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
102,815
shares
|
$2.98 Million
0.04% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Oct 08, 2025 Q3 2025 |
102,028
shares
|
$2.96 Million
1.87% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
101,136
shares
|
$2.93 Million
0.42% of portfolio
|
Q3 2022
Reduced 1.72%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
101,014
shares
|
$2.93 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
99,627
shares
|
$2.89 Million
1.26% of portfolio
|
Q4 2024
Added 203.97%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
98,449
shares
|
$2.85 Million
0.01% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
97,268
shares
|
$2.82 Million
2.01% of portfolio
|
Q3 2025
Added 18.8%
|
|