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 977 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 |
|---|---|---|---|---|---|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
223,346
shares
|
$6.47 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
216,707
shares
|
$6.28 Million
1.65% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
216,362
shares
|
$6.27 Million
2.83% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
216,024
shares
|
$6.26 Million
3.54% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
215,995
shares
|
$6.26 Million
1.83% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
215,086
shares
|
$6.24 Million
0.49% of portfolio
|
Q3 2025
Added 20.7%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
210,090
shares
|
$6.09 Million
0.02% of portfolio
|
Q3 2025
Reduced 35.1%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
208,777
shares
|
$6.05 Million
0.29% of portfolio
|
Q3 2025
Reduced 12.3%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
208,420
shares
|
$6.04 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.58%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Nov 06, 2025 Q3 2025 |
208,213
shares
|
$6.04 Million
3.22% of portfolio
|
Q3 2025
Added 29.48%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
208,121
shares
|
$6.03 Million
3.53% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
207,445
shares
|
$6.01 Million
3.95% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
205,333
shares
|
$5.95 Million
0.84% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
203,568
shares
|
$5.9 Million
4.23% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
202,609
shares
|
$5.87 Million
4.45% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
202,299
shares
|
$5.86 Million
1.4% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
199,953
shares
|
$5.8 Million
0.94% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Gunma Bank,Ltd.
|
Nov 05, 2025 Q3 2025 |
199,694
shares
|
$5.79 Million
1.82% of portfolio
|
Q1 2025
Reduced 16.79%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
198,888
shares
|
$5.77 Million
1.49% of portfolio
|
Q3 2025
Added 771.47%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
198,042
shares
|
$5.74 Million
1.71% of portfolio
|
Q3 2025
Added 87.59%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
197,454
shares
|
$5.72 Million
0.1% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
197,270
shares
|
$5.72 Million
1.8% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
193,949
shares
|
$5.62 Million
2.85% of portfolio
|
Q4 2024
Added 218.6%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
191,380
shares
|
$5.55 Million
1.72% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Nov 04, 2025 Q3 2025 |
190,751
shares
|
$5.53 Million
4.08% of portfolio
|
Q3 2025
Reduced 2.34%
|
|