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 923 institutions that hold shares in the stock, with a total of 335 Million shares, which have been reported (via 13F filing form) to have a value of $9.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
8,228
shares
|
$223,225
0.5% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
8,211
shares
|
$222,764
0.03% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Apr 24, 2025 Q1 2025 |
8,199
shares
|
$222,438
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,193
shares
|
$222,276
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
8,168
shares
|
$221,597
0.01% of portfolio
|
Q4 2024
Added 192.65%
|
|
|
Colton Groome Financial Advisors, LLC
|
May 15, 2025 Q1 2025 |
8,144
shares
|
$220,946
0.08% of portfolio
|
Q1 2025
Reduced 28.37%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
8,120
shares
|
$220,295
0.02% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
8,100
shares
|
$219,753
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
8,052
shares
|
$218,450
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
8,031
shares
|
$217,881
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
7,920
shares
|
$214,869
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
7,895
shares
|
$214,191
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
7,875
shares
|
$213,648
0.23% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
7,865
shares
|
$213,377
0.04% of portfolio
|
Q3 2024
Reduced 23.87%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,857
shares
|
$213,160
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
7,854
shares
|
$213,079
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
7,850
shares
|
$212,970
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
G&S Capital LLC
|
Apr 25, 2025 Q1 2025 |
7,822
shares
|
$212,210
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
7,800
shares
|
$211,614
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
7,711
shares
|
$209,199
0.04% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,697
shares
|
$208,819
0.01% of portfolio
|
Q4 2024
Added 193.89%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
7,696
shares
|
$208,792
0.02% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
7,677
shares
|
$208,277
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
7,658
shares
|
$207,761
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wincap Financial LLC
Boston, MA |
May 07, 2025 Q1 2025 |
7,621
shares
|
$206,757
0.19% of portfolio
|
Q1 2025
New holding
|