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 |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
771
shares
|
$22,351
0.02% of portfolio
|
Q3 2024
Reduced 11.48%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
689
shares
|
$19,974
0.01% of portfolio
|
Q2 2025
Reduced 23.02%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
678
shares
|
$19,655
0.0% of portfolio
|
Q3 2025
Reduced 15.04%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
660
shares
|
$19,133
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
653
shares
|
$18,930
0.01% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
612
shares
|
$17,741
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
591
shares
|
$17,133
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
545
shares
|
$15,799
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
540
shares
|
$15,654
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
514
shares
|
$14,900
0.01% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
510
shares
|
$14,784
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
510
shares
|
$14,784
0.0% of portfolio
|
Q1 2025
Reduced 50.72%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
483
shares
|
$14,002
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
468
shares
|
$13,567
0.0% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
462
shares
|
$13,393
0.0% of portfolio
|
Q1 2023
Added 6.7%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
460
shares
|
$13,335
0.0% of portfolio
|
Q1 2025
Reduced 16.97%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
456
shares
|
$13,219
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
450
shares
|
$13,045
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
442
shares
|
$12,813
0.01% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
408
shares
|
$11,827
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
396
shares
|
$11,480
0.0% of portfolio
|
Q3 2025
Reduced 89.82%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
391
shares
|
$11,335
0.0% of portfolio
|
Q3 2025
Reduced 26.78%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
363
shares
|
$10,523
0.0% of portfolio
|
Q3 2025
Reduced 45.98%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
360
shares
|
$10,436
0.0% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
354
shares
|
$10,262
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|