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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
6,489
shares
|
$188,116
0.03% of portfolio
|
Q3 2025
Reduced 47.53%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
6,480
shares
|
$187,855
0.19% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
6,399
shares
|
$185,507
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,384
shares
|
$185,072
0.02% of portfolio
|
Q2 2020
Added 5.89%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
6,341
shares
|
$183,825
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
6,300
shares
|
$182,637
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
6,082
shares
|
$176,317
0.03% of portfolio
|
Q3 2025
Added 16.22%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
5,902
shares
|
$171,098
0.07% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
5,822
shares
|
$168,779
0.01% of portfolio
|
Q3 2025
Reduced 60.5%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
5,774
shares
|
$167,388
0.06% of portfolio
|
Q3 2025
Added 138.69%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
5,727
shares
|
$166,025
0.09% of portfolio
|
Q4 2022
Reduced 0.97%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
5,520
shares
|
$160,024
0.04% of portfolio
|
Q3 2022
Added 6.13%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
5,492
shares
|
$159,213
0.04% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,402
shares
|
$156,603
0.26% of portfolio
|
Q3 2024
Reduced 19.22%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,350
shares
|
$155,096
0.11% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,342
shares
|
$154,864
0.01% of portfolio
|
Q4 2022
Reduced 1.87%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
5,289
shares
|
$153,328
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
5,236
shares
|
$151,791
0.05% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,226
shares
|
$151,501
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
5,005
shares
|
$145,094
0.13% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,945
shares
|
$143,355
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,945
shares
|
$143,355
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
4,853
shares
|
$140,688
0.0% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
4,812
shares
|
$139,499
0.01% of portfolio
|
Q3 2025
Reduced 86.57%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,687
shares
|
$135,876
0.08% of portfolio
|
Q2 2023
Added 0.04%
|
|