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 |
|---|---|---|---|---|---|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
46,849
shares
|
$1.21 Million
0.14% of portfolio
|
Q1 2025
Added 11.27%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
46,642
shares
|
$1.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
46,166
shares
|
$1.19 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
46,067
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2024
Added 160.87%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
46,050
shares
|
$1.19 Million
1.0% of portfolio
|
Q4 2024
Added 193.97%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
45,632
shares
|
$1.18 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
45,500
shares
|
$1.17 Million
0.41% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
45,163
shares
|
$1.16 Million
0.4% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
44,980
shares
|
$1.16 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
44,886
shares
|
$1.16 Million
0.1% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
44,601
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
44,400
shares
|
$1.15 Million
0.1% of portfolio
|
Q4 2024
Added 197.65%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
44,301
shares
|
$1.14 Million
0.34% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
43,957
shares
|
$1.13 Million
1.47% of portfolio
|
Q1 2025
Added 21.8%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
43,686
shares
|
$1.13 Million
0.2% of portfolio
|
Q4 2024
Added 185.7%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
43,433
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Added 954.2%
|
|
|
K2 Financial Inc.
Glendora, CA |
Apr 25, 2025 Q1 2025 |
43,071
shares
|
$1.11 Million
1.04% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
43,013
shares
|
$1.11 Million
0.32% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
42,634
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 63.11%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
42,558
shares
|
$1.1 Million
0.13% of portfolio
|
Q1 2025
Added 93.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
42,474
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
42,217
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Added 251.6%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
42,028
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 246.62%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
41,959
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2023
Reduced 0.21%
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
41,823
shares
|
$1.08 Million
0.34% of portfolio
|
Q4 2024
Added 200.0%
|