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 |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
14,269
shares
|
$413,658
0.05% of portfolio
|
Q2 2023
Reduced 30.25%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
14,200
shares
|
$411,658
0.01% of portfolio
|
Q4 2025
Reduced 11.25%
|
|
|
Brickley Wealth Management
|
Oct 22, 2025 Q3 2025 |
14,090
shares
|
$408,469
0.07% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
14,076
shares
|
$408,063
0.01% of portfolio
|
Q3 2025
Reduced 13.93%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
14,051
shares
|
$407,338
0.0% of portfolio
|
Q3 2025
Added 40.38%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
14,024
shares
|
$406,555
0.08% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
14,018
shares
|
$406,381
0.12% of portfolio
|
Q3 2025
Reduced 17.19%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
13,953
shares
|
$404,497
0.16% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Nov 13, 2025 Q3 2025 |
13,874
shares
|
$402,207
0.22% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 14, 2026 Q4 2025 |
13,854
shares
|
$401,627
0.21% of portfolio
|
Q4 2025
Added 0.82%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
13,832
shares
|
$400,989
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
13,695
shares
|
$397,018
0.25% of portfolio
|
Q3 2025
Reduced 13.2%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
13,622
shares
|
$394,901
0.26% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
13,597
shares
|
$394,177
0.13% of portfolio
|
Q3 2024
Added 25.26%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
13,576
shares
|
$393,568
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
13,537
shares
|
$392,437
0.08% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
13,446
shares
|
$389,799
0.01% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
13,424
shares
|
$389,161
0.25% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
13,372
shares
|
$387,654
0.03% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
13,341
shares
|
$386,755
0.2% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
13,338
shares
|
$386,668
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
13,277
shares
|
$384,900
0.1% of portfolio
|
Q1 2023
Reduced 66.66%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
13,258
shares
|
$384,349
0.03% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
13,224
shares
|
$383,363
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
13,210
shares
|
$382,957
0.16% of portfolio
|
Q4 2025
New holding
|
|