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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
88,288
shares
|
$2.28 Million
0.08% of portfolio
|
Q4 2024
Added 58.62%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
88,054
shares
|
$2.27 Million
0.75% of portfolio
|
Q4 2024
Added 201.3%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
87,883
shares
|
$2.27 Million
0.27% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
87,577
shares
|
$2.26 Million
0.04% of portfolio
|
Q4 2024
Added 198.99%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
86,323
shares
|
$2.23 Million
0.13% of portfolio
|
Q1 2025
Reduced 29.66%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
85,488
shares
|
$2.2 Million
0.6% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
84,726
shares
|
$2.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
84,529
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 89.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
84,191
shares
|
$2.17 Million
0.01% of portfolio
|
Q4 2024
Added 222.58%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
83,590
shares
|
$2.16 Million
0.03% of portfolio
|
Q4 2024
Added 201.48%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
82,952
shares
|
$2.14 Million
0.03% of portfolio
|
Q1 2025
Reduced 46.19%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
82,613
shares
|
$2.13 Million
0.02% of portfolio
|
Q4 2024
Added 442.97%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
82,554
shares
|
$2.13 Million
0.18% of portfolio
|
Q4 2024
Added 200.54%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
80,865
shares
|
$2.09 Million
0.4% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
80,461
shares
|
$2.08 Million
1.8% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
80,044
shares
|
$2.06 Million
0.25% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
79,075
shares
|
$2.04 Million
0.44% of portfolio
|
Q4 2024
Added 204.83%
|
|
|
Riversedge Advisors, LLC
|
May 01, 2025 Q1 2025 |
78,537
shares
|
$2.03 Million
0.47% of portfolio
|
Q1 2025
Reduced 39.86%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
76,784
shares
|
$1.98 Million
0.08% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
76,437
shares
|
$1.97 Million
0.09% of portfolio
|
Q4 2024
Added 216.81%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
76,323
shares
|
$1.97 Million
0.73% of portfolio
|
Q1 2025
Reduced 15.51%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
75,671
shares
|
$1.95 Million
0.01% of portfolio
|
Q1 2025
Added 506.29%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
75,616
shares
|
$1.95 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
75,349
shares
|
$1.94 Million
0.4% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
74,070
shares
|
$1.91 Million
0.51% of portfolio
|
Q1 2025
Added 0.85%
|