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 |
|---|---|---|---|---|---|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
9,768
shares
|
$251,916
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
9,757
shares
|
$251,633
0.03% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
9,677
shares
|
$249,569
0.01% of portfolio
|
Q4 2024
Added 178.88%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
9,675
shares
|
$249,518
0.02% of portfolio
|
Q4 2024
Added 248.52%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
9,621
shares
|
$248,125
0.11% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
9,477
shares
|
$244,411
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
9,473
shares
|
$244,308
0.05% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
9,363
shares
|
$241,471
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
9,355
shares
|
$241,265
0.01% of portfolio
|
Q4 2024
Added 194.09%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
9,338
shares
|
$240,827
0.11% of portfolio
|
Q4 2024
Added 395.12%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
9,246
shares
|
$238,454
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rba Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
9,237
shares
|
$238,222
0.1% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
9,134
shares
|
$235,565
0.01% of portfolio
|
Q4 2024
Added 125.81%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
9,131
shares
|
$235,488
0.07% of portfolio
|
Q3 2023
Reduced 20.67%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
9,114
shares
|
$235,050
0.11% of portfolio
|
Q4 2024
Added 200.3%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
9,024
shares
|
$232,728
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
9,006
shares
|
$232,264
0.0% of portfolio
|
Q4 2024
Added 1496.81%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
9,000
shares
|
$232,110
0.04% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
8,977
shares
|
$231,516
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
8,924
shares
|
$230,149
0.24% of portfolio
|
Q4 2023
Added 0.71%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
8,862
shares
|
$228,550
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Apr 29, 2025 Q1 2025 |
8,850
shares
|
$228,241
0.14% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
8,718
shares
|
$224,837
0.11% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
8,661
shares
|
$223,367
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
8,652
shares
|
$223,135
0.12% of portfolio
|
Q4 2024
Added 200.0%
|