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 |
|---|---|---|---|---|---|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
27,546
shares
|
$710,411
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
27,368
shares
|
$705,820
0.11% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
27,349
shares
|
$705,330
0.34% of portfolio
|
Q1 2025
Added 98.14%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
26,733
shares
|
$689,444
0.0% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
26,703
shares
|
$688,670
0.44% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
26,451
shares
|
$682,171
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
26,274
shares
|
$677,606
1.64% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
26,265
shares
|
$677,374
0.13% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
26,104
shares
|
$673,222
0.04% of portfolio
|
Q4 2024
Added 505.66%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
25,875
shares
|
$667,316
0.17% of portfolio
|
Q2 2023
Reduced 0.29%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
25,870
shares
|
$667,187
0.83% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
25,744
shares
|
$663,937
0.01% of portfolio
|
Q4 2024
Added 216.93%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
25,528
shares
|
$658,367
0.05% of portfolio
|
Q1 2024
Reduced 4.6%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
25,436
shares
|
$655,994
0.17% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
May 05, 2025 Q1 2025 |
25,230
shares
|
$650,681
0.83% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
25,216
shares
|
$650,320
0.04% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
25,066
shares
|
$646,452
0.12% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
24,947
shares
|
$643,383
0.25% of portfolio
|
Q4 2024
Added 194.08%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
24,939
shares
|
$643,176
0.02% of portfolio
|
Q1 2025
Reduced 71.81%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
24,771
shares
|
$638,844
0.16% of portfolio
|
Q3 2024
Added 139.96%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
24,687
shares
|
$636,677
0.08% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
24,642
shares
|
$635,517
0.51% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
24,546
shares
|
$633,041
0.05% of portfolio
|
Q4 2023
Reduced 8.31%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
24,476
shares
|
$631,236
0.18% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
24,381
shares
|
$628,785
0.44% of portfolio
|
Q1 2025
Added 0.65%
|