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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
73,903
shares
|
$1.91 Million
0.0% of portfolio
|
Q4 2024
Added 894.12%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
73,748
shares
|
$1.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
73,488
shares
|
$1.9 Million
0.47% of portfolio
|
Q1 2025
Added 14.54%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
73,237
shares
|
$1.89 Million
0.16% of portfolio
|
Q1 2025
Reduced 14.53%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
71,187
shares
|
$1.84 Million
0.69% of portfolio
|
Q4 2024
Added 193.57%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
70,237
shares
|
$1.81 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
68,882
shares
|
$1.78 Million
1.88% of portfolio
|
Q4 2024
New holding
|
|
|
Myecfo, LLC
La Jolla, CA |
Apr 08, 2025 Q1 2025 |
68,800
shares
|
$1.77 Million
0.97% of portfolio
|
Q1 2025
Added 37.27%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
68,468
shares
|
$1.77 Million
0.42% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
68,441
shares
|
$1.77 Million
0.14% of portfolio
|
Q4 2024
Added 101.3%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
67,510
shares
|
$1.74 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Emerald Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
67,358
shares
|
$1.74 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
67,339
shares
|
$1.74 Million
1.08% of portfolio
|
Q4 2024
Added 222.83%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
66,904
shares
|
$1.73 Million
0.19% of portfolio
|
Q4 2024
Added 199.23%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
64,347
shares
|
$1.66 Million
0.06% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
64,346
shares
|
$1.66 Million
0.25% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
63,771
shares
|
$1.64 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
62,732
shares
|
$1.62 Million
0.51% of portfolio
|
Q4 2023
Added 1.46%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Apr 02, 2025 Q1 2025 |
62,460
shares
|
$1.61 Million
1.22% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
61,553
shares
|
$1.59 Million
0.01% of portfolio
|
Q4 2024
Added 1290.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
60,815
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
Added 136.22%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
60,042
shares
|
$1.55 Million
2.9% of portfolio
|
Q1 2023
Reduced 2.82%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
59,549
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
58,570
shares
|
$1.51 Million
0.44% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
58,512
shares
|
$1.51 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.14%
|