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 975 institutions that hold shares in the stock, with a total of 358 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 |
|---|---|---|---|---|---|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
354
shares
|
$10,262
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
351
shares
|
$10,175
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
327
shares
|
$9,479
0.0% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
325
shares
|
$9,421
0.0% of portfolio
|
Q1 2025
Reduced 64.52%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Nov 10, 2025 Q3 2025 |
317
shares
|
$9,189
0.17% of portfolio
|
Q3 2025
Added 12.01%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
300
shares
|
$8,697
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
299
shares
|
$8,668
0.0% of portfolio
|
Q1 2025
Added 162.28%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
290
shares
|
$8,407
0.0% of portfolio
|
Q3 2025
Reduced 38.03%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
288
shares
|
$8,349
0.01% of portfolio
|
Q3 2025
Reduced 58.26%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
282
shares
|
$8,175
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
270
shares
|
$7,827
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
261
shares
|
$7,566
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
225
shares
|
$6,522
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
222
shares
|
$6,435
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
198
shares
|
$5,740
0.0% of portfolio
|
Q2 2022
Added 0.51%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
195
shares
|
$5,653
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
194
shares
|
$5,624
0.01% of portfolio
|
Q2 2024
Reduced 95.64%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
189
shares
|
$5,479
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
184
shares
|
$5,334
0.01% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
169
shares
|
$4,899
0.0% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
158
shares
|
$4,580
0.0% of portfolio
|
Q3 2025
Added 39.82%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
153
shares
|
$4,435
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
153
shares
|
$4,435
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
135
shares
|
$3,913
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
122
shares
|
$3,536
0.0% of portfolio
|
Q1 2023
New holding
|
|