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 |
|---|---|---|---|---|---|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
410,880
shares
|
$11.9 Million
4.51% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
404,128
shares
|
$11.7 Million
5.91% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
398,900
shares
|
$11.6 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
397,513
shares
|
$11.5 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
391,749
shares
|
$11.4 Million
3.85% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
387,611
shares
|
$11.2 Million
1.25% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
386,984
shares
|
$11.2 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
383,415
shares
|
$11.1 Million
1.68% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
376,540
shares
|
$10.9 Million
0.48% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
352,275
shares
|
$10.2 Million
0.1% of portfolio
|
Q2 2025
Reduced 14.93%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
352,010
shares
|
$10.2 Million
3.67% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
348,606
shares
|
$10.1 Million
1.21% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
346,533
shares
|
$10 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
345,214
shares
|
$10 Million
1.77% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Bishop & CO Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
343,274
shares
|
$9.95 Million
3.34% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
335,189
shares
|
$9.72 Million
0.65% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
332,611
shares
|
$9.64 Million
1.62% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
326,358
shares
|
$9.46 Million
2.25% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
316,977
shares
|
$9.19 Million
1.64% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
309,704
shares
|
$8.98 Million
1.11% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
306,538
shares
|
$8.89 Million
4.14% of portfolio
|
Q3 2025
Reduced 12.64%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Nov 04, 2025 Q3 2025 |
306,126
shares
|
$8.87 Million
4.37% of portfolio
|
Q3 2025
Added 15.86%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
304,620
shares
|
$8.83 Million
1.77% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
294,938
shares
|
$8.55 Million
3.11% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
293,421
shares
|
$8.51 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.86%
|
|