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 |
|---|---|---|---|---|---|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
20,607
shares
|
$531,454
0.02% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
20,589
shares
|
$530,990
0.07% of portfolio
|
Q4 2024
Added 111.63%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
20,197
shares
|
$520,880
0.37% of portfolio
|
Q4 2024
Added 169.83%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
20,109
shares
|
$518,611
0.28% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
20,035
shares
|
$516,702
0.0% of portfolio
|
Q1 2025
Added 68.56%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
19,848
shares
|
$511,879
0.3% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
19,833
shares
|
$511,493
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
19,764
shares
|
$509,713
0.08% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Resolute Advisors LLC
|
Feb 12, 2025 Q4 2024 |
19,585
shares
|
$505,097
0.1% of portfolio
|
Q4 2024
Added 201.82%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
19,581
shares
|
$504,993
0.12% of portfolio
|
Q1 2025
Reduced 25.3%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
19,533
shares
|
$503,756
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
19,509
shares
|
$503,137
0.06% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
19,421
shares
|
$500,867
0.02% of portfolio
|
Q1 2025
Reduced 31.79%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
19,131
shares
|
$493,388
0.21% of portfolio
|
Q1 2025
Added 41.53%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
19,080
shares
|
$492,073
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
19,059
shares
|
$491,531
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
19,036
shares
|
$490,938
0.4% of portfolio
|
Q2 2023
Reduced 1.0%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
19,012
shares
|
$490,319
0.12% of portfolio
|
Q4 2024
Added 230.87%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
18,988
shares
|
$489,700
0.03% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
18,936
shares
|
$488,359
0.08% of portfolio
|
Q4 2024
Added 3733.2%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
18,881
shares
|
$486,940
0.17% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
18,809
shares
|
$485,084
0.95% of portfolio
|
Q2 2022
Added 1.07%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
18,632
shares
|
$480,519
0.23% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
18,618
shares
|
$480,158
0.04% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
18,503
shares
|
$477,192
0.16% of portfolio
|
Q1 2025
Reduced 5.26%
|