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 980 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 |
|---|---|---|---|---|---|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
96,583
shares
|
$2.8 Million
0.4% of portfolio
|
Q4 2025
Reduced 1.21%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
95,359
shares
|
$2.76 Million
2.06% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
95,145
shares
|
$2.76 Million
0.9% of portfolio
|
Q4 2025
Added 8.35%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
94,496
shares
|
$2.74 Million
0.04% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
94,302
shares
|
$2.73 Million
0.18% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
94,018
shares
|
$2.73 Million
0.21% of portfolio
|
Q4 2025
Added 90.88%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
93,263
shares
|
$2.7 Million
1.69% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
93,239
shares
|
$2.7 Million
3.99% of portfolio
|
Q2 2023
Added 93139.0%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
90,407
shares
|
$2.62 Million
0.02% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
90,218
shares
|
$2.62 Million
1.81% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
88,290
shares
|
$2.56 Million
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
86,517
shares
|
$2.51 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
85,625
shares
|
$2.48 Million
0.06% of portfolio
|
Q3 2025
Added 7.57%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
84,833
shares
|
$2.46 Million
0.06% of portfolio
|
Q3 2025
Added 840.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
84,726
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
84,337
shares
|
$2.44 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
84,234
shares
|
$2.44 Million
0.24% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
84,129
shares
|
$2.44 Million
0.72% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
82,928
shares
|
$2.4 Million
0.06% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
82,916
shares
|
$2.4 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
82,757
shares
|
$2.4 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
82,659
shares
|
$2.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
82,643
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2025
Added 42.78%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
82,330
shares
|
$2.39 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
81,519
shares
|
$2.36 Million
0.46% of portfolio
|
Q3 2025
Added 54.22%
|
|