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 |
|---|---|---|---|---|---|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
4,427
shares
|
$128,338
0.01% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
4,416
shares
|
$128,019
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
4,310
shares
|
$124,946
0.04% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,287
shares
|
$124,280
0.06% of portfolio
|
Q3 2022
Reduced 12.99%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
4,191
shares
|
$121,497
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
4,169
shares
|
$120,859
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
4,140
shares
|
$120,018
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
4,128
shares
|
$119,670
0.06% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
4,111
shares
|
$119,177
0.0% of portfolio
|
Q3 2025
Reduced 67.22%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
3,777
shares
|
$109,495
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
3,737
shares
|
$108,335
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,625
shares
|
$105,088
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,572
shares
|
$103,552
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
3,506
shares
|
$101,638
0.0% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
3,451
shares
|
$100,044
0.01% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
3,369
shares
|
$97,667
0.15% of portfolio
|
Q2 2023
Reduced 51.55%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
3,341
shares
|
$96,855
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
3,261
shares
|
$94,536
0.03% of portfolio
|
Q1 2024
Reduced 6.88%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,244
shares
|
$94,043
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
3,186
shares
|
$92,362
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
3,142
shares
|
$91,086
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,077
shares
|
$89,202
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
3,059
shares
|
$88,680
0.01% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
3,000
shares
|
$86,970
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
2,965
shares
|
$85,955
0.02% of portfolio
|
Q1 2025
Reduced 17.64%
|
|