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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
14,217
shares
|
$366,656
0.04% of portfolio
|
Q4 2024
Added 615.5%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
13,980
shares
|
$360,544
0.06% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
13,953
shares
|
$359,847
0.16% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
13,949
shares
|
$359,744
0.04% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
13,886
shares
|
$358,119
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
13,825
shares
|
$356,546
0.01% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
13,819
shares
|
$356,392
0.08% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
13,817
shares
|
$356,340
0.08% of portfolio
|
Q1 2025
Added 12.72%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
13,734
shares
|
$354,199
0.14% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
13,713
shares
|
$353,658
0.24% of portfolio
|
Q4 2024
Added 343.07%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
13,690
shares
|
$353,065
0.22% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
13,597
shares
|
$350,666
0.13% of portfolio
|
Q3 2024
Added 25.26%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
13,573
shares
|
$350,047
0.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
13,540
shares
|
$349,196
0.0% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
13,446
shares
|
$346,772
0.01% of portfolio
|
Q4 2024
Added 282.64%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
13,446
shares
|
$346,772
0.01% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
13,426
shares
|
$346,256
0.03% of portfolio
|
Q4 2024
Added 186.64%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
13,345
shares
|
$344,167
0.0% of portfolio
|
Q4 2024
Added 124.74%
|
|
|
Tenret CO LLC
|
Feb 04, 2025 Q4 2024 |
13,341
shares
|
$344,064
0.22% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
13,330
shares
|
$343,780
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
13,291
shares
|
$342,774
0.03% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
13,277
shares
|
$342,413
0.11% of portfolio
|
Q1 2023
Reduced 66.66%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
13,244
shares
|
$341,562
0.27% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
13,191
shares
|
$340,195
0.06% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
13,109
shares
|
$338,081
0.54% of portfolio
|
Q2 2022
Added 11.83%
|