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 |
|---|---|---|---|---|---|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Apr 29, 2025 Q1 2025 |
12,000
shares
|
$309,480
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
11,951
shares
|
$308,216
0.25% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
11,934
shares
|
$307,777
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
11,817
shares
|
$304,760
0.07% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
11,737
shares
|
$302,697
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
11,600
shares
|
$299,164
0.3% of portfolio
|
Q1 2023
Reduced 2.25%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
11,547
shares
|
$297,797
0.01% of portfolio
|
Q4 2024
Added 219.51%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
11,494
shares
|
$296,430
0.01% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
11,457
shares
|
$295,476
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
11,442
shares
|
$295,089
0.02% of portfolio
|
Q4 2024
Added 96.77%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
11,402
shares
|
$294,057
0.0% of portfolio
|
Q4 2024
Added 181.81%
|
|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
11,400
shares
|
$294,006
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
11,369
shares
|
$293,206
0.11% of portfolio
|
Q4 2024
Added 198.09%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
11,322
shares
|
$291,994
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
11,316
shares
|
$291,839
0.2% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
11,304
shares
|
$291,530
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
11,298
shares
|
$291,375
0.02% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
11,257
shares
|
$290,318
0.05% of portfolio
|
Q4 2024
Added 154.74%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Apr 24, 2025 Q1 2025 |
11,070
shares
|
$285,495
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
11,047
shares
|
$284,902
0.1% of portfolio
|
Q1 2025
Added 198.49%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
11,040
shares
|
$284,721
0.06% of portfolio
|
Q4 2024
Added 235.56%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
10,987
shares
|
$283,354
0.01% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
10,967
shares
|
$282,838
0.33% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
10,791
shares
|
$278,299
0.13% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
10,731
shares
|
$276,752
0.18% of portfolio
|
Q1 2025
Reduced 29.31%
|