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 |
|---|---|---|---|---|---|
|
Santori & Peters, Inc.
|
Apr 24, 2025 Q1 2025 |
32,459
shares
|
$837,117
0.35% of portfolio
|
Q1 2025
Reduced 13.63%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
32,249
shares
|
$831,701
0.35% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
32,101
shares
|
$827,884
0.17% of portfolio
|
Q1 2025
Added 56.93%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
32,069
shares
|
$827,059
0.24% of portfolio
|
Q4 2024
Added 208.89%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
31,992
shares
|
$825,073
0.02% of portfolio
|
Q4 2024
Added 196.5%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
31,818
shares
|
$820,586
0.02% of portfolio
|
Q4 2024
Added 328.58%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
31,723
shares
|
$818,136
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
31,263
shares
|
$806,272
0.08% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
31,236
shares
|
$805,576
0.06% of portfolio
|
Q1 2025
Reduced 18.93%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
30,801
shares
|
$794,357
0.13% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
30,171
shares
|
$778,110
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
30,066
shares
|
$775,402
0.26% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
30,053
shares
|
$775,066
0.0% of portfolio
|
Q4 2024
Added 266.68%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
29,818
shares
|
$769,006
0.01% of portfolio
|
Q4 2024
Added 197.32%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
29,778
shares
|
$767,974
0.74% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
29,522
shares
|
$761,372
0.01% of portfolio
|
Q4 2024
Added 199.44%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
29,220
shares
|
$753,583
0.29% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
29,099
shares
|
$750,463
0.07% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
29,003
shares
|
$747,987
0.31% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
28,954
shares
|
$746,723
0.16% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
28,770
shares
|
$741,978
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
28,650
shares
|
$738,883
0.01% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
28,609
shares
|
$737,826
0.02% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
28,283
shares
|
$729,418
0.74% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
27,686
shares
|
$714,021
0.0% of portfolio
|
Q4 2024
Added 110.49%
|