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 | 58,033,600 | $1,726,080,427 | +$27,625,148 | $29.61 | 136 |
| 2025 Q3 | 350,906,798 | $10,212,284,849 | +$411,447,196 | $29.11 | 850 |
| 2025 Q2 | 339,842,288 | $9,405,467,245 | +$176,289,601 | $27.67 | 865 |
| 2025 Q1 | 332,531,062 | $8,836,714,138 | +$139,732,949 | $26.58 | 828 |
| 2024 Q4 | 323,850,995 | $8,446,742,468 | +$5,373,774,678 | $26.07 | 800 |
| 2024 Q3 | 102,882,272 | $8,222,267,396 | +$200,222,977 | $80.37 | 748 |
| 2024 Q2 | 101,971,313 | $7,583,058,399 | +$136,906,864 | $74.08 | 741 |
| 2024 Q1 | 100,356,819 | $7,558,263,086 | -$423,008,288 | $75.98 | 737 |
| 2023 Q4 | 962,372 | $66,396,110 | +$307,618 | $70.10 | 17 |
| 2023 Q3 | 96,194,139 | $6,201,317,469 | +$124,705,068 | $64.46 | 627 |
| 2023 Q2 | 99,200,196 | $6,655,661,618 | -$113,653,670 | $67.09 | 664 |
| 2023 Q1 | 101,376,639 | $6,648,748,243 | -$134,217,320 | $65.58 | 673 |
| 2022 Q4 | 103,568,250 | $6,844,074,039 | +$267,442,182 | $66.02 | 674 |
| 2022 Q3 | 99,354,073 | $5,829,090,581 | +$32,156,572 | $58.51 | 615 |
| 2022 Q2 | 98,803,983 | $6,171,695,699 | -$91,901,983 | $62.42 | 623 |
| 2022 Q1 | 94,936,843 | $6,777,839,025 | +$171,802,336 | $71.39 | 623 |
| 2021 Q4 | 96,927,942 | $7,086,355,805 | +$519,438,337 | $73.22 | 621 |
| 2021 Q3 | 89,125,748 | $6,027,502,853 | -$120,213,544 | $67.48 | 550 |
| 2021 Q2 | 91,430,114 | $6,252,356,870 | -$114,963,516 | $68.37 | 549 |
| 2021 Q1 | 93,230,992 | $6,079,774,713 | +$38,923,106 | $65.28 | 522 |
| 2020 Q4 | 92,959,113 | $5,539,836,353 | +$272,339,167 | $59.53 | 498 |
| 2020 Q3 | 85,754,453 | $4,483,104,122 | +$117,042,224 | $52.19 | 436 |
| 2020 Q2 | 83,426,507 | $4,186,183,377 | +$327,469,534 | $50.11 | 443 |
| 2020 Q1 | 74,732,386 | $3,321,601,297 | +$109,927,911 | $44.27 | 442 |
| 2019 Q4 | 73,985,007 | $4,448,122,097 | -$1,109,128,768 | $60.12 | 483 |
| 2019 Q3 | 69,770,250 | $3,954,077,713 | +$1,334,602,464 | $56.73 | 408 |
| 2019 Q2 | 63,393,349 | $3,566,545,423 | +$18,569,168 | $56.14 | 407 |
| 2019 Q1 | 63,100,054 | $3,460,566,781 | +$327,791,042 | $54.74 | 391 |
| 2018 Q4 | 37,131,590 | $1,843,071,432 | +$287,661,363 | $49.29 | 371 |
| 2018 Q3 | 42,824,445 | $2,387,932,225 | -$81,758,651 | $56.08 | 301 |
| 2018 Q2 | 38,409,933 | $2,044,151,054 | +$158,473,284 | $53.12 | 282 |
| 2018 Q1 | 36,252,296 | $1,917,197,655 | +$95,370,044 | $52.84 | 277 |
| 2017 Q4 | 34,609,662 | $1,895,790,576 | +$165,537,942 | $54.67 | 262 |
| 2017 Q3 | 29,240,309 | $1,516,990,796 | +$170,924,424 | $51.82 | 210 |
| 2017 Q2 | 25,763,991 | $1,288,516,791 | -$7,269,422 | $50.20 | 206 |
| 2017 Q1 | 25,396,850 | $1,259,972,125 | +$124,828,496 | $49.68 | 190 |
| 2016 Q4 | 23,057,578 | $1,108,933,292 | +$475,213,759 | $48.09 | 176 |
| 2016 Q3 | 17,469,386 | $776,251,151 | +$60,351,617 | $45.56 | 149 |
| 2016 Q2 | 16,592,599 | $743,154,537 | +$140,245,145 | $44.79 | 145 |
| 2016 Q1 | 13,432,095 | $580,132,171 | +$73,140,837 | $43.20 | 142 |
| 2015 Q4 | 11,583,408 | $491,269,939 | +$115,887,186 | $42.44 | 129 |
| 2015 Q3 | 9,214,971 | $368,453,827 | +$3,567,050 | $39.82 | 107 |
| 2015 Q2 | 5,885,722 | $253,433,386 | -$6,775,258 | $43.03 | 111 |
| 2015 Q1 | 6,029,384 | $261,126,759 | -$28,405,053 | $43.27 | 108 |
| 2014 Q4 | 6,847,566 | $301,931,556 | +$25,139,477 | $44.10 | 104 |
| 2014 Q3 | 5,410,398 | $230,568,086 | +$53,055,314 | $42.64 | 78 |
| 2014 Q2 | 4,203,083 | $180,017,646 | +$24,153,189 | $42.83 | 76 |
| 2014 Q1 | 3,555,190 | $146,512,408 | +$24,891,722 | $41.21 | 66 |