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 |
|---|---|---|---|---|---|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
13,074
shares
|
$337,178
0.14% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
13,026
shares
|
$335,940
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
12,995
shares
|
$335,141
0.22% of portfolio
|
Q1 2025
Added 27.65%
|
|
|
Mirador Capital Partners LP
|
Apr 08, 2025 Q1 2025 |
12,987
shares
|
$334,934
0.06% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
12,899
shares
|
$332,665
0.05% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
12,880
shares
|
$332,175
0.21% of portfolio
|
Q1 2025
Reduced 21.42%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
12,816
shares
|
$330,524
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
12,759
shares
|
$329,054
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
12,759
shares
|
$329,054
0.07% of portfolio
|
Q1 2025
Added 15.16%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
12,689
shares
|
$327,249
0.19% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
12,665
shares
|
$326,630
0.0% of portfolio
|
Q4 2024
Added 237.19%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jan 28, 2025 Q4 2024 |
12,660
shares
|
$326,501
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
12,636
shares
|
$325,882
0.07% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
12,410
shares
|
$320,053
0.03% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
12,405
shares
|
$319,924
0.06% of portfolio
|
Q4 2024
Added 252.21%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,403
shares
|
$319,873
0.33% of portfolio
|
Q1 2023
Added 0.14%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
12,368
shares
|
$318,970
0.25% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
12,366
shares
|
$318,919
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
12,339
shares
|
$318,222
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
12,247
shares
|
$315,850
0.01% of portfolio
|
Q4 2023
Added 91.54%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
12,239
shares
|
$315,643
0.0% of portfolio
|
Q4 2024
Added 200.79%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
12,200
shares
|
$314,638
0.27% of portfolio
|
Q1 2025
Reduced 45.89%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
12,182
shares
|
$314,173
0.06% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Ahl Investment Management, Inc.
|
Apr 14, 2025 Q1 2025 |
12,114
shares
|
$312,420
0.22% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
12,069
shares
|
$311,259
0.01% of portfolio
|
Q1 2025
New holding
|