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 982 institutions that hold shares in the stock, with a total of 359 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 |
|---|---|---|---|---|---|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,579
shares
|
$219,715
0.01% of portfolio
|
Q3 2024
Reduced 28.77%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
7,509
shares
|
$217,685
0.07% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Essex LLC
|
Jan 16, 2026 Q4 2025 |
7,491
shares
|
$217,164
0.04% of portfolio
|
Q4 2025
Reduced 2.85%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,469
shares
|
$216,526
0.21% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
7,446
shares
|
$215,859
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Capital Management Inc
|
Jan 26, 2026 Q4 2025 |
7,418
shares
|
$215,047
1.01% of portfolio
|
Q4 2025
Reduced 27.63%
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
7,416
shares
|
$214,989
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
7,389
shares
|
$214,207
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,356
shares
|
$213,250
0.05% of portfolio
|
Q4 2022
Added 0.33%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,319
shares
|
$212,177
0.22% of portfolio
|
Q4 2022
Reduced 5.99%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
7,313
shares
|
$212,003
0.05% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,304
shares
|
$211,742
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
7,223
shares
|
$209,394
0.01% of portfolio
|
Q2 2025
Reduced 17.17%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
7,200
shares
|
$208,728
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jan 27, 2026 Q4 2025 |
7,192
shares
|
$208,496
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
7,184
shares
|
$208,264
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
7,090
shares
|
$205,539
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 21, 2026 Q4 2025 |
7,061
shares
|
$204,698
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Jan 20, 2026 Q4 2025 |
7,050
shares
|
$204,379
0.13% of portfolio
|
Q4 2025
Reduced 2.48%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
7,031
shares
|
$203,828
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,913
shares
|
$200,407
0.01% of portfolio
|
Q3 2022
Added 1.08%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
6,903
shares
|
$200,117
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2026 Q4 2025 |
6,891
shares
|
$199,770
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
6,873
shares
|
$199,248
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jan 29, 2026 Q4 2025 |
6,873
shares
|
$199,248
0.06% of portfolio
|
Q4 2025
Reduced 70.17%
|
|