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 975 institutions that hold shares in the stock, with a total of 358 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 |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
290,141
shares
|
$8.41 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
284,537
shares
|
$8.25 Million
1.27% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
280,898
shares
|
$8.14 Million
3.51% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
280,030
shares
|
$8.12 Million
0.46% of portfolio
|
Q3 2022
Added 181.1%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
277,456
shares
|
$8.04 Million
2.99% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
276,317
shares
|
$8.01 Million
3.37% of portfolio
|
Q3 2025
Added 20.69%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
275,194
shares
|
$7.98 Million
2.41% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
274,813
shares
|
$7.97 Million
0.27% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
274,510
shares
|
$7.96 Million
1.49% of portfolio
|
Q4 2022
Reduced 0.36%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
263,858
shares
|
$7.65 Million
0.11% of portfolio
|
Q3 2025
Added 16.93%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
261,865
shares
|
$7.59 Million
3.74% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
260,219
shares
|
$7.54 Million
11.26% of portfolio
|
Q2 2023
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
258,193
shares
|
$7.49 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
256,162
shares
|
$7.43 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
254,044
shares
|
$7.36 Million
0.88% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
253,217
shares
|
$7.34 Million
0.3% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
248,503
shares
|
$7.2 Million
0.05% of portfolio
|
Q2 2025
Added 75.13%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
244,500
shares
|
$7.09 Million
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
239,076
shares
|
$6.93 Million
0.3% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
235,473
shares
|
$6.83 Million
0.35% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
231,608
shares
|
$6.71 Million
0.0% of portfolio
|
Q3 2025
Added 302.97%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
231,584
shares
|
$6.71 Million
0.81% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
228,981
shares
|
$6.64 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
223,696
shares
|
$6.48 Million
3.84% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
223,537
shares
|
$6.48 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.51%
|
|