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 903 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 $8.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
7,711
shares
|
$198,866
0.04% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,697
shares
|
$198,505
0.01% of portfolio
|
Q4 2024
Added 193.89%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
7,658
shares
|
$197,499
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wincap Financial LLC
Boston, MA |
May 07, 2025 Q1 2025 |
7,621
shares
|
$196,545
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Granite Bay Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
7,599
shares
|
$195,978
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,579
shares
|
$195,462
0.01% of portfolio
|
Q3 2024
Reduced 28.77%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
7,577
shares
|
$195,410
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,469
shares
|
$192,625
0.21% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,356
shares
|
$189,711
0.05% of portfolio
|
Q4 2022
Added 0.33%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
7,333
shares
|
$189,118
0.04% of portfolio
|
Q4 2024
Added 183.78%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,319
shares
|
$188,757
0.22% of portfolio
|
Q4 2022
Reduced 5.99%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
7,169
shares
|
$184,888
0.06% of portfolio
|
Q4 2024
Added 184.37%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,913
shares
|
$178,286
0.01% of portfolio
|
Q3 2022
Added 1.08%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
6,873
shares
|
$177,254
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
6,753
shares
|
$174,159
0.14% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
6,480
shares
|
$167,119
0.19% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
6,402
shares
|
$165,107
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
6,399
shares
|
$165,030
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,384
shares
|
$164,643
0.02% of portfolio
|
Q2 2020
Added 5.89%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
6,300
shares
|
$162,477
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
6,162
shares
|
$158,917
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
6,000
shares
|
$154,740
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
5,727
shares
|
$147,699
0.09% of portfolio
|
Q4 2022
Reduced 0.97%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
5,568
shares
|
$143,598
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
5,544
shares
|
$142,979
0.03% of portfolio
|
Q1 2025
Reduced 61.37%
|