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 974 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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
655,947
shares
|
$19 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
653,058
shares
|
$18.9 Million
6.77% of portfolio
|
Q3 2025
Added 19.01%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
649,609
shares
|
$18.8 Million
6.93% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
644,726
shares
|
$18.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
636,553
shares
|
$18.5 Million
6.39% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
634,730
shares
|
$18.4 Million
6.03% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
610,462
shares
|
$17.7 Million
0.89% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
606,334
shares
|
$17.6 Million
0.42% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
601,972
shares
|
$17.5 Million
0.37% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
600,263
shares
|
$17.4 Million
0.03% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
598,110
shares
|
$17.3 Million
4.21% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
590,599
shares
|
$17.1 Million
4.28% of portfolio
|
Q3 2025
Added 114.38%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
590,019
shares
|
$17.1 Million
0.18% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
589,201
shares
|
$17.1 Million
0.09% of portfolio
|
Q3 2025
Reduced 15.94%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
554,908
shares
|
$16.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
551,424
shares
|
$16 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
535,150
shares
|
$15.5 Million
1.65% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
532,904
shares
|
$15.4 Million
11.16% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
516,823
shares
|
$15 Million
3.28% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Payne Capital Management, LLC
New York, NY |
Dec 01, 2025 Q3 2025 |
507,757
shares
|
$14.7 Million
4.76% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
503,260
shares
|
$14.6 Million
2.57% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Goepper Burkhardt LLC
|
Nov 14, 2025 Q3 2025 |
432,473
shares
|
$12.5 Million
4.39% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
426,441
shares
|
$12.4 Million
0.51% of portfolio
|
Q3 2025
Reduced 6.97%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
416,648
shares
|
$12.1 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
414,827
shares
|
$12 Million
2.56% of portfolio
|
Q3 2025
Reduced 0.18%
|
|