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 976 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 |
|---|---|---|---|---|---|
|
Marotta Asset Management
|
Jan 07, 2026 Q4 2025 |
10,950
shares
|
$317,440
0.06% of portfolio
|
Q4 2025
Reduced 9.82%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
10,877
shares
|
$315,324
0.03% of portfolio
|
Q3 2025
Added 11.75%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
10,808
shares
|
$313,323
0.02% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
10,735
shares
|
$311,207
0.03% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
10,624
shares
|
$307,989
0.22% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
10,540
shares
|
$305,554
0.19% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
10,476
shares
|
$303,699
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
10,405
shares
|
$301,640
0.14% of portfolio
|
Q4 2024
Added 129.54%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
10,365
shares
|
$300,481
0.01% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
10,347
shares
|
$299,959
0.02% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
10,301
shares
|
$298,625
0.16% of portfolio
|
Q3 2025
Reduced 17.15%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
10,250
shares
|
$297,147
0.33% of portfolio
|
Q3 2025
Reduced 61.1%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
10,237
shares
|
$296,770
0.03% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
10,166
shares
|
$294,712
0.19% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 06, 2025 Q3 2025 |
10,141
shares
|
$293,987
0.16% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
10,133
shares
|
$293,755
0.29% of portfolio
|
Q3 2025
Reduced 98.32%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
10,050
shares
|
$291,349
0.01% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
10,046
shares
|
$291,233
0.0% of portfolio
|
Q3 2025
Added 127.65%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
10,038
shares
|
$291,001
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Shearwater Capital LLC
|
Oct 16, 2025 Q3 2025 |
9,992
shares
|
$289,668
0.17% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
9,987
shares
|
$289,523
0.1% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
9,846
shares
|
$285,435
0.06% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
9,777
shares
|
$283,435
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
9,768
shares
|
$283,174
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
9,684
shares
|
$280,739
0.01% of portfolio
|
Q2 2025
Reduced 18.85%
|
|