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 |
|---|---|---|---|---|---|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
5,520
shares
|
$142,360
0.04% of portfolio
|
Q3 2022
Added 6.13%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,402
shares
|
$139,317
0.26% of portfolio
|
Q3 2024
Reduced 19.22%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,350
shares
|
$137,976
0.11% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,342
shares
|
$137,770
0.01% of portfolio
|
Q4 2022
Reduced 1.87%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
5,330
shares
|
$137,460
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
5,289
shares
|
$136,403
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,226
shares
|
$134,778
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
5,070
shares
|
$130,755
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,945
shares
|
$127,531
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,945
shares
|
$127,531
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
4,937
shares
|
$127,325
0.06% of portfolio
|
Q2 2023
Reduced 3.59%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,687
shares
|
$120,877
0.08% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
4,470
shares
|
$115,281
0.04% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
4,416
shares
|
$113,888
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
4,396
shares
|
$113,372
0.1% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
4,358
shares
|
$112,392
0.01% of portfolio
|
Q4 2024
Added 201.8%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,287
shares
|
$110,561
0.06% of portfolio
|
Q3 2022
Reduced 12.99%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
4,254
shares
|
$109,710
0.04% of portfolio
|
Q1 2025
Added 81.02%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
4,248
shares
|
$109,555
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
4,218
shares
|
$108,782
0.06% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
4,169
shares
|
$107,518
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,141
shares
|
$106,796
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
4,140
shares
|
$106,770
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
4,137
shares
|
$106,693
0.04% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
4,128
shares
|
$106,461
0.06% of portfolio
|
Q2 2024
Reduced 1.36%
|