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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
36,290
shares
|
$935,919
0.01% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
35,493
shares
|
$915,364
0.36% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
35,379
shares
|
$912,424
0.06% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
35,025
shares
|
$903,294
0.09% of portfolio
|
Q1 2025
Added 205.57%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
34,846
shares
|
$898,678
0.1% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
34,769
shares
|
$896,692
0.0% of portfolio
|
Q4 2024
Added 183.53%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
34,653
shares
|
$893,700
0.17% of portfolio
|
Q4 2024
Added 194.44%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
34,512
shares
|
$890,064
0.39% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Vanguard Capital Wealth Advisors
|
Apr 11, 2025 Q1 2025 |
34,403
shares
|
$887,253
1.15% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Apr 24, 2025 Q1 2025 |
34,325
shares
|
$885,241
0.72% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
34,305
shares
|
$884,725
0.34% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
34,290
shares
|
$884,339
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 26, 2025 Q4 2024 |
34,008
shares
|
$877,066
0.36% of portfolio
|
Q3 2024
Reduced 64.5%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
33,873
shares
|
$873,584
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
33,556
shares
|
$865,409
0.11% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
33,543
shares
|
$865,073
0.08% of portfolio
|
Q4 2024
Added 198.56%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
33,490
shares
|
$863,707
0.32% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
33,415
shares
|
$861,772
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
33,167
shares
|
$855,376
0.17% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
32,919
shares
|
$848,981
0.01% of portfolio
|
Q3 2023
Reduced 0.34%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
32,901
shares
|
$848,516
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
32,778
shares
|
$845,344
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
32,597
shares
|
$840,676
0.18% of portfolio
|
Q4 2024
Added 197.09%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
32,559
shares
|
$839,696
0.3% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
32,506
shares
|
$838,329
0.22% of portfolio
|
Q1 2025
Reduced 3.44%
|