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 875 institutions that hold shares in the stock, with a total of 314 Million shares, which have been reported (via 13F filing form) to have a value of $8.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
40,500
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
40,402
shares
|
$1.1 Million
0.27% of portfolio
|
Q4 2024
Added 150.18%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
39,585
shares
|
$1.08 Million
0.64% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
39,513
shares
|
$1.08 Million
0.15% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
39,266
shares
|
$1.07 Million
0.11% of portfolio
|
Q4 2024
Added 202.07%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
39,083
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 216.38%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
38,811
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
38,718
shares
|
$1.06 Million
0.1% of portfolio
|
Q4 2024
Added 184.75%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
38,615
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2024
Added 174.37%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
38,530
shares
|
$1.05 Million
0.06% of portfolio
|
Q4 2024
Added 270.2%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
38,330
shares
|
$1.05 Million
0.05% of portfolio
|
Q4 2024
Added 184.16%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
37,888
shares
|
$1.03 Million
0.05% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
37,875
shares
|
$1.03 Million
0.36% of portfolio
|
Q4 2024
Added 208.35%
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
37,582
shares
|
$1.03 Million
0.38% of portfolio
|
Q4 2024
Added 195.6%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
36,996
shares
|
$1.01 Million
0.34% of portfolio
|
Q4 2024
Added 265.61%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
36,309
shares
|
$991,235
0.2% of portfolio
|
Q4 2024
Added 200.65%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
36,297
shares
|
$990,908
0.1% of portfolio
|
Q4 2024
Added 206.77%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
36,260
shares
|
$989,898
0.03% of portfolio
|
Q4 2024
Added 204.53%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
36,180
shares
|
$987,714
0.01% of portfolio
|
Q4 2024
Added 201.7%
|
|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
36,089
shares
|
$985,229
1.19% of portfolio
|
Q4 2024
Added 165.81%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
35,493
shares
|
$968,958
0.36% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
35,310
shares
|
$963,963
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
34,918
shares
|
$953,261
0.06% of portfolio
|
Q4 2024
Added 200.01%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
34,769
shares
|
$949,193
0.0% of portfolio
|
Q4 2024
Added 183.53%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
34,653
shares
|
$946,026
0.17% of portfolio
|
Q4 2024
Added 194.44%
|