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 875 institutions that hold shares in the stock, with a total of 314 Million shares, which have been reported (via 13F filing form) to have a value of $8.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
4,128
shares
|
$112,694
0.06% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
4,119
shares
|
$112,448
0.08% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
4,112
shares
|
$112,257
0.01% of portfolio
|
Q4 2024
Added 18.84%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
4,045
shares
|
$110,428
0.05% of portfolio
|
Q4 2024
Added 129.05%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
4,018
shares
|
$109,691
0.1% of portfolio
|
Q4 2024
Added 204.39%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
3,777
shares
|
$103,112
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
3,701
shares
|
$101,037
0.1% of portfolio
|
Q1 2024
Reduced 14.96%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
3,650
shares
|
$99,645
0.0% of portfolio
|
Q4 2024
Added 201.9%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,625
shares
|
$98,962
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
3,625
shares
|
$98,962
0.01% of portfolio
|
Q4 2024
Added 221.94%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
3,600
shares
|
$98,280
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
3,572
shares
|
$97,515
0.01% of portfolio
|
Q4 2024
Added 201.18%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,572
shares
|
$97,515
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
3,369
shares
|
$91,973
0.15% of portfolio
|
Q2 2023
Reduced 51.55%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,345
shares
|
$91,318
0.0% of portfolio
|
Q4 2024
Added 209.44%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,318
shares
|
$90,581
0.03% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
3,304
shares
|
$90,199
0.0% of portfolio
|
Q4 2024
Added 644.14%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
3,261
shares
|
$89,025
0.03% of portfolio
|
Q1 2024
Reduced 6.88%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,244
shares
|
$88,561
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
3,186
shares
|
$86,977
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,077
shares
|
$84,002
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$81,900
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
3,000
shares
|
$81,900
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
3,000
shares
|
$81,900
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
2,830
shares
|
$77,259
0.02% of portfolio
|
Q4 2024
Added 0.6%
|