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 976 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 |
|---|---|---|---|---|---|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
81,023
shares
|
$2.35 Million
1.17% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
80,289
shares
|
$2.33 Million
0.11% of portfolio
|
Q3 2025
Added 72232.43%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
79,468
shares
|
$2.3 Million
1.71% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
79,355
shares
|
$2.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
79,239
shares
|
$2.3 Million
0.38% of portfolio
|
Q4 2025
Added 0.49%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
78,822
shares
|
$2.29 Million
1.42% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
78,514
shares
|
$2.28 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
77,913
shares
|
$2.26 Million
1.22% of portfolio
|
Q3 2025
Reduced 14.05%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
77,805
shares
|
$2.26 Million
0.06% of portfolio
|
Q3 2025
Added 13.65%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
77,214
shares
|
$2.24 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
76,948
shares
|
$2.23 Million
0.15% of portfolio
|
Q3 2025
Added 12.14%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
76,905
shares
|
$2.23 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
76,437
shares
|
$2.22 Million
0.09% of portfolio
|
Q4 2024
Added 216.81%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
75,534
shares
|
$2.19 Million
0.43% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
74,626
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2025
Added 381.77%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
74,272
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
73,138
shares
|
$2.12 Million
0.44% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
72,489
shares
|
$2.1 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
72,184
shares
|
$2.09 Million
0.15% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
71,469
shares
|
$2.07 Million
0.51% of portfolio
|
Q3 2025
Reduced 15.97%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
71,443
shares
|
$2.07 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
71,187
shares
|
$2.06 Million
0.69% of portfolio
|
Q4 2024
Added 193.57%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
70,950
shares
|
$2.06 Million
0.36% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
70,240
shares
|
$2.04 Million
0.1% of portfolio
|
Q3 2025
Added 175.65%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 10, 2025 Q3 2025 |
69,200
shares
|
$2.01 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.63%
|
|