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 |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
24,266
shares
|
$625,820
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
24,237
shares
|
$625,072
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
24,237
shares
|
$625,072
0.17% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
23,933
shares
|
$617,232
0.58% of portfolio
|
Q4 2022
Added 5.75%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
23,777
shares
|
$613,208
0.14% of portfolio
|
Q1 2025
Reduced 18.62%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
23,610
shares
|
$608,901
0.18% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
23,076
shares
|
$595,130
0.46% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
22,818
shares
|
$588,476
0.01% of portfolio
|
Q1 2025
Reduced 31.09%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
22,722
shares
|
$586,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
22,712
shares
|
$585,742
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
22,518
shares
|
$580,739
0.07% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
22,422
shares
|
$578,263
0.01% of portfolio
|
Q1 2025
Added 144.92%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
22,303
shares
|
$575,194
0.02% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
21,850
shares
|
$563,511
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
21,811
shares
|
$562,505
0.34% of portfolio
|
Q1 2025
Added 9.02%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
21,798
shares
|
$562,170
0.13% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
21,627
shares
|
$557,760
0.02% of portfolio
|
Q4 2024
Added 183.04%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
21,585
shares
|
$556,677
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
21,558
shares
|
$555,980
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
21,506
shares
|
$554,639
0.01% of portfolio
|
Q4 2024
Added 179.77%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
21,214
shares
|
$547,109
0.38% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
20,781
shares
|
$535,941
0.74% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
20,749
shares
|
$535,116
0.08% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
20,690
shares
|
$533,595
0.16% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
20,637
shares
|
$532,228
0.04% of portfolio
|
Q1 2025
Added 0.9%
|