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 |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
67,891
shares
|
$1.97 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
67,339
shares
|
$1.95 Million
1.08% of portfolio
|
Q4 2024
Added 222.83%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
67,238
shares
|
$1.95 Million
0.01% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
67,099
shares
|
$1.95 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
66,748
shares
|
$1.94 Million
1.26% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
66,357
shares
|
$1.92 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
64,958
shares
|
$1.88 Million
0.09% of portfolio
|
Q4 2025
Added 97.36%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
64,232
shares
|
$1.86 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
63,535
shares
|
$1.84 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
63,437
shares
|
$1.84 Million
0.24% of portfolio
|
Q2 2025
Reduced 20.75%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
63,361
shares
|
$1.84 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Stewardship Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
63,073
shares
|
$1.83 Million
0.45% of portfolio
|
Q4 2025
Added 3.27%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
62,942
shares
|
$1.82 Million
0.38% of portfolio
|
Q4 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
62,732
shares
|
$1.82 Million
0.51% of portfolio
|
Q4 2023
Added 1.46%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
62,430
shares
|
$1.81 Million
0.04% of portfolio
|
Q2 2025
Reduced 24.74%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
62,255
shares
|
$1.8 Million
0.22% of portfolio
|
Q4 2025
Reduced 0.25%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
61,610
shares
|
$1.79 Million
0.03% of portfolio
|
Q3 2025
Added 12.83%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
60,538
shares
|
$1.75 Million
0.16% of portfolio
|
Q4 2025
Added 3.84%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
60,175
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
60,042
shares
|
$1.74 Million
2.9% of portfolio
|
Q1 2023
Reduced 2.82%
|
|
|
Avity Investment Management Inc.
|
Jan 13, 2026 Q4 2025 |
60,036
shares
|
$1.74 Million
0.11% of portfolio
|
Q3 2025
Added 45.1%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
59,318
shares
|
$1.72 Million
0.16% of portfolio
|
Q3 2025
Added 12.22%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
59,250
shares
|
$1.72 Million
0.7% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
58,929
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
58,511
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|