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 973 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 |
|---|---|---|---|---|---|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
7,854
shares
|
$227,687
0.07% of portfolio
|
Q3 2025
Reduced 15.06%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
7,836
shares
|
$227,165
0.02% of portfolio
|
Q3 2025
Reduced 20.98%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
7,831
shares
|
$227,020
0.01% of portfolio
|
Q3 2025
Reduced 12.01%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
7,802
shares
|
$226,179
0.05% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
7,792
shares
|
$225,890
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
7,773
shares
|
$225,339
0.04% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
7,758
shares
|
$224,904
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
7,717
shares
|
$223,715
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
7,711
shares
|
$223,541
0.05% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
7,709
shares
|
$223,483
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,697
shares
|
$223,136
0.01% of portfolio
|
Q4 2024
Added 193.89%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
7,678
shares
|
$222,585
0.06% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
7,626
shares
|
$221,077
0.16% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
7,602
shares
|
$220,381
0.01% of portfolio
|
Q3 2025
Reduced 11.63%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
7,600
shares
|
$220,324
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
7,593
shares
|
$220,121
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Nov 14, 2025 Q3 2025 |
7,593
shares
|
$220,121
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,579
shares
|
$219,715
0.01% of portfolio
|
Q3 2024
Reduced 28.77%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
7,579
shares
|
$219,715
0.01% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
7,564
shares
|
$219,280
0.0% of portfolio
|
Q3 2025
Reduced 12.38%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
7,509
shares
|
$217,685
0.07% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,469
shares
|
$216,526
0.21% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
7,460
shares
|
$216,265
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
7,446
shares
|
$215,859
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
7,440
shares
|
$215,685
0.01% of portfolio
|
Q3 2025
New holding
|
|