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 961 institutions that hold shares in the stock, with a total of 342 Million shares, which have been reported (via 13F filing form) to have a value of $9.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
7,223
shares
|
$209,539
0.01% of portfolio
|
Q2 2025
Reduced 17.17%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
7,090
shares
|
$205,680
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,913
shares
|
$200,546
0.01% of portfolio
|
Q3 2022
Added 1.08%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
6,873
shares
|
$199,385
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
6,765
shares
|
$196,252
0.01% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
6,753
shares
|
$195,904
0.13% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
6,480
shares
|
$187,984
0.19% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
6,399
shares
|
$185,634
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,384
shares
|
$185,199
0.02% of portfolio
|
Q2 2020
Added 5.89%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
6,300
shares
|
$182,763
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
5,954
shares
|
$172,725
0.05% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
5,902
shares
|
$171,217
0.07% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
5,727
shares
|
$166,140
0.09% of portfolio
|
Q4 2022
Reduced 0.97%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
5,520
shares
|
$160,135
0.04% of portfolio
|
Q3 2022
Added 6.13%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,402
shares
|
$156,712
0.26% of portfolio
|
Q3 2024
Reduced 19.22%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
5,364
shares
|
$155,609
0.06% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,350
shares
|
$155,203
0.11% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,342
shares
|
$154,971
0.01% of portfolio
|
Q4 2022
Reduced 1.87%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
5,289
shares
|
$153,433
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
5,233
shares
|
$151,809
0.02% of portfolio
|
Q2 2025
Added 35.43%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,226
shares
|
$151,606
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
5,005
shares
|
$145,195
0.12% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,945
shares
|
$143,454
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,945
shares
|
$143,454
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,687
shares
|
$135,969
0.08% of portfolio
|
Q2 2023
Added 0.04%
|