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 |
|---|---|---|---|---|---|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
15,618
shares
|
$402,788
0.18% of portfolio
|
Q3 2024
Added 19.84%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
15,591
shares
|
$402,091
0.0% of portfolio
|
Q4 2024
Reduced 55.82%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
15,518
shares
|
$400,209
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
15,516
shares
|
$400,157
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
15,510
shares
|
$400,002
0.0% of portfolio
|
Q4 2024
Added 173.54%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
15,493
shares
|
$399,564
0.2% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
15,469
shares
|
$398,945
0.03% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
15,450
shares
|
$398,455
0.04% of portfolio
|
Q4 2024
Added 201.76%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,370
shares
|
$396,392
0.08% of portfolio
|
Q4 2023
Reduced 1.78%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
15,294
shares
|
$394,432
0.02% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,120
shares
|
$389,944
0.04% of portfolio
|
Q3 2022
Reduced 1.32%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
15,105
shares
|
$389,557
0.08% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
15,099
shares
|
$389,403
0.3% of portfolio
|
Q4 2024
Added 202.52%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
15,093
shares
|
$389,248
0.01% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
15,000
shares
|
$386,850
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
14,898
shares
|
$384,219
0.2% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 08, 2025 Q1 2025 |
14,885
shares
|
$383,884
0.27% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
14,644
shares
|
$377,668
0.08% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
14,574
shares
|
$375,863
0.05% of portfolio
|
Q4 2024
Added 177.18%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
14,567
shares
|
$375,682
0.07% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
14,533
shares
|
$374,806
0.02% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
14,507
shares
|
$374,135
0.04% of portfolio
|
Q1 2025
Added 22.83%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
14,445
shares
|
$372,536
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
14,351
shares
|
$370,112
0.31% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
14,269
shares
|
$367,997
0.05% of portfolio
|
Q2 2023
Reduced 30.25%
|