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 |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
114
shares
|
$3,304
0.01% of portfolio
|
Q3 2025
Reduced 97.25%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
100
shares
|
$2,899
0.0% of portfolio
|
Q3 2025
Reduced 21.26%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
99
shares
|
$2,870
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
96
shares
|
$2,783
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
95
shares
|
$2,754
0.0% of portfolio
|
Q2 2025
Reduced 67.35%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
60
shares
|
$1,739
0.0% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
60
shares
|
$1,739
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
60
shares
|
$1,739
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
54
shares
|
$1,565
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
45
shares
|
$1,304
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
43
shares
|
$1,246
0.0% of portfolio
|
Q1 2025
Reduced 44.87%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
37
shares
|
$1,072
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
37
shares
|
$1,072
0.0% of portfolio
|
Q1 2025
Added 516.67%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
30
shares
|
$869
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
29
shares
|
$840
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
20
shares
|
$579
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
15
shares
|
$434
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
9
shares
|
$260
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
5
shares
|
$144
0.0% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3
shares
|
$86
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
3
shares
|
$86
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rebel Financial LLC
Groveport, OH |
Oct 24, 2025 Q3 2025 |
0
shares
|
$0
5.9% of portfolio
|
Q3 2025
Closed
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|