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 |
|---|---|---|---|---|---|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
190,094
shares
|
$5.51 Million
3.24% of portfolio
|
Q4 2023
Added 6.04%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
189,779
shares
|
$5.5 Million
4.65% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
187,902
shares
|
$5.45 Million
0.35% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
186,082
shares
|
$5.39 Million
0.19% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Oct 20, 2025 Q3 2025 |
185,111
shares
|
$5.37 Million
4.37% of portfolio
|
Q3 2025
Added 16.53%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
185,104
shares
|
$5.37 Million
0.64% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
181,667
shares
|
$5.27 Million
1.08% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Leeward Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
179,050
shares
|
$5.19 Million
1.52% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
178,040
shares
|
$5.16 Million
0.76% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
175,707
shares
|
$5.09 Million
1.37% of portfolio
|
Q2 2025
Added 193.05%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
174,473
shares
|
$5.06 Million
0.24% of portfolio
|
Q4 2024
Added 194.67%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
173,699
shares
|
$5.04 Million
1.41% of portfolio
|
Q3 2025
Added 17.06%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
165,749
shares
|
$4.81 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
163,808
shares
|
$4.75 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
163,119
shares
|
$4.73 Million
0.54% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2025 Q3 2025 |
162,660
shares
|
$4.72 Million
0.48% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
160,927
shares
|
$4.67 Million
0.1% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
160,363
shares
|
$4.65 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.09%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
157,913
shares
|
$4.58 Million
0.1% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
157,737
shares
|
$4.57 Million
1.0% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
156,255
shares
|
$4.53 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Nov 04, 2025 Q3 2025 |
155,570
shares
|
$4.51 Million
3.94% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
155,360
shares
|
$4.5 Million
3.21% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
155,055
shares
|
$4.5 Million
3.23% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
153,696
shares
|
$4.46 Million
0.09% of portfolio
|
Q3 2025
Added 43.52%
|
|