As of 30 Sep 2025, 850 institutional investors reported holding 350,906,798 shares of SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 56,679,083 | $1,685,973,204 | +$27,454,056 | $29.61 | 121 |
| 2025 Q3 | 350,906,798 | $10,212,284,849 | +$411,447,246 | $29.11 | 850 |
| 2025 Q2 | 339,842,288 | $9,405,467,245 | +$176,289,687 | $27.67 | 865 |
| 2025 Q1 | 333,061,425 | $8,850,811,193 | +$140,294,368 | $26.58 | 832 |
| 2024 Q4 | 327,081,444 | $8,530,965,316 | +$5,434,180,911 | $26.07 | 809 |
| 2024 Q3 | 103,362,819 | $8,260,889,310 | +$201,721,177 | $80.37 | 757 |
| 2024 Q2 | 102,699,710 | $7,637,017,639 | +$135,275,299 | $74.08 | 756 |
| 2024 Q1 | 100,962,996 | $7,604,929,282 | -$425,258,897 | $75.98 | 748 |
| 2023 Q4 | 107,685,985 | $7,547,029,303 | +$116,241,247 | $70.10 | 724 |
| 2023 Q3 | 103,874,130 | $6,696,392,252 | +$207,762,348 | $64.46 | 643 |
| 2023 Q2 | 100,649,762 | $6,752,913,419 | -$110,435,923 | $67.09 | 680 |
| 2023 Q1 | 102,055,227 | $6,693,268,409 | -$133,408,496 | $65.58 | 686 |
| 2022 Q4 | 104,376,421 | $6,897,429,671 | +$274,422,841 | $66.02 | 689 |
| 2022 Q3 | 99,900,112 | $5,861,771,812 | +$34,445,577 | $58.51 | 624 |
| 2022 Q2 | 99,301,179 | $6,202,731,185 | -$49,072,332 | $62.42 | 632 |
| 2022 Q1 | 100,387,810 | $7,166,985,069 | +$184,375,512 | $71.39 | 632 |
| 2021 Q4 | 97,410,636 | $7,121,664,861 | +$520,593,948 | $73.22 | 630 |
| 2021 Q3 | 89,414,633 | $6,046,891,156 | -$120,992,186 | $67.48 | 553 |
| 2021 Q2 | 91,730,278 | $6,272,688,221 | -$111,248,503 | $68.37 | 552 |
| 2021 Q1 | 93,335,464 | $6,088,292,251 | +$40,537,027 | $65.28 | 522 |
| 2020 Q4 | 93,190,474 | $5,553,627,767 | +$272,194,668 | $59.53 | 503 |
| 2020 Q3 | 85,874,565 | $4,489,389,742 | +$120,629,344 | $52.19 | 441 |
| 2020 Q2 | 83,574,533 | $4,193,617,455 | +$308,347,380 | $50.11 | 449 |
| 2020 Q1 | 77,082,170 | $3,425,667,300 | +$116,286,465 | $44.27 | 449 |
| 2019 Q4 | 74,106,186 | $4,455,427,920 | -$1,145,286,379 | $60.12 | 487 |
| 2019 Q3 | 69,781,194 | $3,954,698,566 | +$1,331,966,444 | $56.73 | 410 |
| 2019 Q2 | 63,404,287 | $3,567,159,482 | +$14,052,796 | $56.14 | 409 |
| 2019 Q1 | 63,184,752 | $3,465,203,150 | +$609,397,791 | $54.74 | 393 |
| 2018 Q4 | 51,646,433 | $2,558,514,113 | +$315,855,874 | $49.29 | 374 |
| 2018 Q3 | 42,837,820 | $2,388,682,744 | +$191,402,516 | $56.08 | 304 |
| 2018 Q2 | 38,428,671 | $2,045,146,364 | +$160,379,639 | $53.12 | 284 |
| 2018 Q1 | 36,262,972 | $1,917,761,775 | +$92,821,514 | $52.84 | 278 |
| 2017 Q4 | 34,625,763 | $1,896,670,818 | +$165,873,981 | $54.67 | 263 |
| 2017 Q3 | 29,240,309 | $1,516,990,796 | +$171,231,606 | $51.82 | 210 |
| 2017 Q2 | 25,763,991 | $1,288,516,791 | -$7,269,396 | $50.20 | 206 |
| 2017 Q1 | 25,396,850 | $1,259,972,125 | +$124,892,961 | $49.68 | 190 |
| 2016 Q4 | 23,057,578 | $1,108,933,292 | +$475,214,006 | $48.09 | 176 |
| 2016 Q3 | 17,469,386 | $776,251,151 | +$60,351,628 | $45.56 | 148 |
| 2016 Q2 | 16,592,599 | $743,154,537 | +$140,345,189 | $44.79 | 145 |
| 2016 Q1 | 13,432,095 | $580,132,171 | +$73,140,873 | $43.20 | 142 |
| 2015 Q4 | 11,583,408 | $491,269,939 | +$115,843,361 | $42.44 | 129 |
| 2015 Q3 | 9,214,971 | $368,453,827 | +$3,535,066 | $39.82 | 107 |
| 2015 Q2 | 5,885,722 | $253,433,386 | -$6,258,259 | $43.03 | 111 |
| 2015 Q1 | 6,029,384 | $261,126,759 | -$26,677,666 | $43.27 | 108 |
| 2014 Q4 | 6,919,236 | $305,091,556 | +$25,139,480 | $44.10 | 105 |
| 2014 Q3 | 5,410,398 | $230,568,086 | +$53,055,306 | $42.64 | 78 |
| 2014 Q2 | 4,203,083 | $180,017,646 | +$24,153,199 | $42.83 | 76 |
| 2014 Q1 | 3,555,190 | $146,512,408 | +$22,206,707 | $41.21 | 66 |