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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,762
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
41,670
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
41,461
shares
|
$1.07 Million
0.05% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Avity Investment Management Inc.
|
Apr 11, 2025 Q1 2025 |
41,390
shares
|
$1.07 Million
0.09% of portfolio
|
Q1 2025
Added 148.89%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
41,110
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2024
Reduced 6.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
40,998
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 254.81%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
40,746
shares
|
$1.05 Million
0.22% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
40,657
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Added 300.64%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
40,612
shares
|
$1.05 Million
0.12% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
40,500
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
40,455
shares
|
$1.04 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.71%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
40,322
shares
|
$1.04 Million
0.51% of portfolio
|
Q1 2025
Reduced 41.26%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
40,206
shares
|
$1.04 Million
0.08% of portfolio
|
Q1 2025
Reduced 33.98%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
40,199
shares
|
$1.04 Million
0.05% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
39,730
shares
|
$1.02 Million
0.08% of portfolio
|
Q1 2025
Reduced 23.64%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
39,585
shares
|
$1.02 Million
0.64% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
39,526
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
39,406
shares
|
$1.02 Million
0.37% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
39,083
shares
|
$1.01 Million
0.35% of portfolio
|
Q4 2024
Added 216.38%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
38,811
shares
|
$1 Million
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
38,718
shares
|
$998,537
0.1% of portfolio
|
Q4 2024
Added 184.75%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
37,822
shares
|
$975,429
0.3% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
37,415
shares
|
$964,932
0.27% of portfolio
|
Q1 2025
Added 27.01%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
36,537
shares
|
$942,289
0.36% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
36,309
shares
|
$936,409
0.2% of portfolio
|
Q2 2024
Reduced 3.05%
|