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 |
|---|---|---|---|---|---|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
8,630
shares
|
$222,567
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
8,603
shares
|
$221,871
0.01% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
8,503
shares
|
$219,292
0.12% of portfolio
|
Q4 2024
Added 199.93%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
8,502
shares
|
$219,266
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
8,413
shares
|
$216,971
0.03% of portfolio
|
Q4 2024
Added 201.43%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
8,386
shares
|
$216,274
0.0% of portfolio
|
Q4 2024
Added 202.09%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
8,376
shares
|
$216,017
0.0% of portfolio
|
Q1 2025
Reduced 44.73%
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
8,348
shares
|
$215,294
0.01% of portfolio
|
Q4 2024
Added 199.86%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Apr 25, 2025 Q1 2025 |
8,319
shares
|
$214,547
0.21% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
8,288
shares
|
$213,747
0.06% of portfolio
|
Q3 2022
Added 0.67%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
8,275
shares
|
$213,412
0.02% of portfolio
|
Q4 2024
Added 199.93%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
8,273
shares
|
$213,360
0.17% of portfolio
|
Q4 2024
Added 199.1%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
8,228
shares
|
$212,200
0.5% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
8,211
shares
|
$211,761
0.03% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Apr 24, 2025 Q1 2025 |
8,199
shares
|
$211,452
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,193
shares
|
$211,297
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
8,168
shares
|
$210,652
0.01% of portfolio
|
Q4 2024
Added 192.65%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
8,168
shares
|
$210,652
0.02% of portfolio
|
Q4 2024
Added 200.18%
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
8,100
shares
|
$208,899
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
8,052
shares
|
$207,661
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
8,031
shares
|
$207,119
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
7,992
shares
|
$206,113
0.18% of portfolio
|
Q4 2024
Added 181.61%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
7,920
shares
|
$204,256
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
7,895
shares
|
$203,612
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
7,875
shares
|
$203,096
0.23% of portfolio
|
Q1 2025
Added 0.54%
|