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 $8.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
1,019,898
shares
|
$27.7 Million
1.11% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,019,540
shares
|
$27.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
976,743
shares
|
$26.5 Million
0.3% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
976,571
shares
|
$26.5 Million
0.2% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
973,372
shares
|
$26.4 Million
1.26% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
934,553
shares
|
$25.4 Million
2.38% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
869,155
shares
|
$23.6 Million
3.85% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
809,786
shares
|
$22 Million
1.84% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
796,480
shares
|
$21.6 Million
0.07% of portfolio
|
Q1 2025
Added 17.94%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
784,287
shares
|
$21.3 Million
0.0% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
784,094
shares
|
$21.3 Million
1.68% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
774,249
shares
|
$21 Million
0.38% of portfolio
|
Q1 2025
Reduced 13.36%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
773,436
shares
|
$21 Million
2.04% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
760,669
shares
|
$20.6 Million
0.02% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
749,859
shares
|
$20.3 Million
18.9% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
715,514
shares
|
$19.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
693,157
shares
|
$18.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 38.54%
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
680,271
shares
|
$18.5 Million
2.51% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
671,320
shares
|
$18.2 Million
4.91% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Apr 21, 2025 Q1 2025 |
668,002
shares
|
$18.1 Million
11.59% of portfolio
|
Q1 2025
Added 21.46%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
659,803
shares
|
$17.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
650,272
shares
|
$17.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Jb Global.Com LLC
New York, NY |
Apr 09, 2025 Q1 2025 |
642,393
shares
|
$17.4 Million
17.75% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
639,105
shares
|
$17.3 Million
6.16% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
629,057
shares
|
$17.1 Million
0.95% of portfolio
|
Q1 2025
Added 0.08%
|