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 |
|---|---|---|---|---|---|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
153,127
shares
|
$4.44 Million
1.25% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
150,618
shares
|
$4.37 Million
0.02% of portfolio
|
Q3 2025
Added 53.05%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2025 Q3 2025 |
149,374
shares
|
$4.33 Million
1.5% of portfolio
|
Q3 2025
Reduced 55.57%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
148,800
shares
|
$4.31 Million
0.01% of portfolio
|
Q3 2025
Added 38.94%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
148,651
shares
|
$4.31 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Oct 28, 2025 Q3 2025 |
144,540
shares
|
$4.19 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
143,279
shares
|
$4.15 Million
0.4% of portfolio
|
Q3 2025
Reduced 16.96%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
142,074
shares
|
$4.12 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
141,973
shares
|
$4.12 Million
1.54% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
141,658
shares
|
$4.11 Million
0.52% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
139,206
shares
|
$4.04 Million
0.35% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
138,242
shares
|
$4.01 Million
0.01% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
137,061
shares
|
$3.97 Million
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Ddd Partners, LLC
|
Nov 06, 2025 Q3 2025 |
137,019
shares
|
$3.97 Million
0.25% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
136,343
shares
|
$3.95 Million
2.04% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
134,750
shares
|
$3.91 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
133,821
shares
|
$3.88 Million
0.24% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
132,528
shares
|
$3.84 Million
1.62% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
131,422
shares
|
$3.81 Million
0.57% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
129,225
shares
|
$3.75 Million
0.36% of portfolio
|
Q4 2025
Reduced 20.56%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
128,057
shares
|
$3.71 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
127,438
shares
|
$3.69 Million
0.0% of portfolio
|
Q3 2025
Added 11.03%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
127,211
shares
|
$3.69 Million
0.32% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
125,588
shares
|
$3.64 Million
0.04% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
124,324
shares
|
$3.6 Million
1.54% of portfolio
|
Q3 2025
Reduced 2.3%
|
|