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 |
|---|---|---|---|---|---|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
13,151
shares
|
$381,247
0.18% of portfolio
|
Q1 2025
Added 24.54%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
13,111
shares
|
$380,087
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
13,109
shares
|
$380,029
0.54% of portfolio
|
Q2 2022
Added 11.83%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
13,096
shares
|
$379,653
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
13,074
shares
|
$379,015
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
13,026
shares
|
$377,623
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
13,009
shares
|
$377,130
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
13,000
shares
|
$376,870
0.0% of portfolio
|
Q2 2025
Added 116.67%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
12,846
shares
|
$372,405
0.18% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
12,816
shares
|
$371,535
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
12,765
shares
|
$370,057
0.02% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
12,686
shares
|
$367,767
0.07% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Oct 22, 2025 Q3 2025 |
12,660
shares
|
$367,013
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Oct 24, 2025 Q3 2025 |
12,660
shares
|
$367,013
0.28% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
12,576
shares
|
$364,578
0.02% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Allied Investment Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
12,451
shares
|
$360,954
0.06% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
12,411
shares
|
$359,794
0.01% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,403
shares
|
$359,562
0.33% of portfolio
|
Q1 2023
Added 0.14%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
12,247
shares
|
$355,040
0.01% of portfolio
|
Q4 2023
Added 91.54%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
12,215
shares
|
$354,112
0.02% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
12,209
shares
|
$353,938
0.2% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
12,203
shares
|
$353,764
0.07% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
12,156
shares
|
$352,402
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
12,130
shares
|
$351,648
0.01% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
12,114
shares
|
$351,184
0.24% of portfolio
|
Q4 2024
Added 200.0%
|
|