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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,888,742
shares
|
$54.8 Million
1.67% of portfolio
|
Q3 2025
Reduced 10.3%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
1,827,049
shares
|
$53 Million
0.51% of portfolio
|
Q3 2025
Added 68.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,823,109
shares
|
$52.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
1,815,693
shares
|
$52.6 Million
0.29% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
1,779,169
shares
|
$51.6 Million
0.63% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
1,690,182
shares
|
$49 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
1,666,269
shares
|
$48.3 Million
12.48% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Gen Wealth Group, Inc.
|
Nov 14, 2025 Q3 2025 |
1,545,294
shares
|
$44.8 Million
8.45% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,510,168
shares
|
$43.8 Million
0.01% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
1,350,229
shares
|
$39.1 Million
7.14% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Oct 15, 2025 Q3 2025 |
1,290,322
shares
|
$37.4 Million
18.32% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
1,275,770
shares
|
$37 Million
4.18% of portfolio
|
Q3 2025
Added 23.91%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
1,230,352
shares
|
$35.7 Million
17.11% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
1,220,524
shares
|
$35.4 Million
2.96% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
1,149,962
shares
|
$33.3 Million
4.17% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,149,700
shares
|
$33.3 Million
0.3% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
1,149,580
shares
|
$33.3 Million
9.26% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
1,145,928
shares
|
$33.2 Million
0.14% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Northern Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
1,140,364
shares
|
$33.1 Million
18.01% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
1,133,690
shares
|
$32.9 Million
10.54% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
1,118,478
shares
|
$32.4 Million
2.38% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,113,413
shares
|
$32.3 Million
0.0% of portfolio
|
Q3 2025
Added 41.96%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
1,112,371
shares
|
$32.2 Million
5.07% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
1,097,614
shares
|
$31.8 Million
7.91% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
1,081,761
shares
|
$31.4 Million
8.67% of portfolio
|
Q3 2025
Added 2.95%
|
|