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 923 institutions that hold shares in the stock, with a total of 335 Million shares, which have been reported (via 13F filing form) to have a value of $8.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
53,252,688
shares
|
$1.44 Billion
3.04% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
40,641,856
shares
|
$1.1 Billion
1.44% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
32,984,784
shares
|
$895 Million
10.21% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
16,489,014
shares
|
$447 Million
0.15% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
11,554,657
shares
|
$313 Million
0.73% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
10,027,280
shares
|
$272 Million
9.49% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
8,247,544
shares
|
$224 Million
0.37% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
6,969,917
shares
|
$189 Million
0.37% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,464,267
shares
|
$121 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
4,308,320
shares
|
$117 Million
11.73% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
3,837,471
shares
|
$104 Million
1.43% of portfolio
|
Q1 2025
Added 11.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
3,523,715
shares
|
$95.6 Million
0.04% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
3,305,222
shares
|
$89.7 Million
0.67% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
May 01, 2025 Q1 2025 |
2,913,987
shares
|
$79.1 Million
15.99% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Mokosak Advisory Group, LLC
|
Apr 22, 2025 Q1 2025 |
2,865,572
shares
|
$77.7 Million
23.52% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
2,700,626
shares
|
$73.3 Million
14.2% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,577,162
shares
|
$69.9 Million
0.01% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
2,244,147
shares
|
$60.9 Million
4.26% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,228,321
shares
|
$60.5 Million
0.08% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
1,928,744
shares
|
$52.3 Million
0.83% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,923,607
shares
|
$52.2 Million
0.01% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
1,909,279
shares
|
$51.8 Million
1.92% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
1,884,648
shares
|
$51.1 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
1,758,801
shares
|
$47.7 Million
0.29% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,729,927
shares
|
$46.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.15%
|