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 909 institutions that hold shares in the stock, with a total of 331 Million shares, which have been reported (via 13F filing form) to have a value of $8.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
113,800
shares
|
$2.93 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
113,367
shares
|
$2.92 Million
0.04% of portfolio
|
Q4 2024
Added 2621.9%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
111,708
shares
|
$2.88 Million
1.18% of portfolio
|
Q1 2025
Added 20.83%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
107,003
shares
|
$2.76 Million
1.33% of portfolio
|
Q4 2024
Added 189.53%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
104,124
shares
|
$2.69 Million
0.2% of portfolio
|
Q4 2024
Added 199.57%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
101,136
shares
|
$2.61 Million
0.42% of portfolio
|
Q3 2022
Reduced 1.72%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
99,854
shares
|
$2.58 Million
2.4% of portfolio
|
Q4 2024
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
99,627
shares
|
$2.57 Million
1.26% of portfolio
|
Q4 2024
Added 203.97%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
98,945
shares
|
$2.55 Million
1.38% of portfolio
|
Q4 2024
Added 209.82%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
96,660
shares
|
$2.49 Million
0.02% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
96,406
shares
|
$2.49 Million
0.01% of portfolio
|
Q4 2024
Added 304.35%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
95,898
shares
|
$2.47 Million
0.08% of portfolio
|
Q1 2025
Reduced 10.81%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
95,579
shares
|
$2.46 Million
0.07% of portfolio
|
Q4 2024
Added 186.54%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
94,603
shares
|
$2.44 Million
2.54% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
94,387
shares
|
$2.43 Million
1.77% of portfolio
|
Q4 2024
Added 197.79%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
93,537
shares
|
$2.41 Million
0.85% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
93,239
shares
|
$2.4 Million
3.99% of portfolio
|
Q2 2023
Added 93139.0%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
91,610
shares
|
$2.36 Million
1.92% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Schaeffer Financial LLC
|
May 07, 2025 Q1 2025 |
91,397
shares
|
$2.36 Million
2.68% of portfolio
|
Q1 2025
Reduced 16.4%
|
|
|
Fortress Wealth Management, Inc.
|
May 02, 2025 Q1 2025 |
90,478
shares
|
$2.33 Million
1.47% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
90,384
shares
|
$2.33 Million
0.75% of portfolio
|
Q1 2025
Reduced 10.8%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
89,290
shares
|
$2.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
88,661
shares
|
$2.29 Million
0.08% of portfolio
|
Q4 2024
Added 202.32%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
88,531
shares
|
$2.28 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
88,290
shares
|
$2.28 Million
0.06% of portfolio
|
Q4 2024
Added 200.0%
|