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 |
|---|---|---|---|---|---|
|
Granite Bay Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
7,599
shares
|
$206,160
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,579
shares
|
$205,618
0.01% of portfolio
|
Q3 2024
Reduced 28.77%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
7,577
shares
|
$205,564
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,469
shares
|
$202,633
0.21% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,356
shares
|
$199,568
0.05% of portfolio
|
Q4 2022
Added 0.33%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,319
shares
|
$198,564
0.22% of portfolio
|
Q4 2022
Reduced 5.99%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,913
shares
|
$187,549
0.01% of portfolio
|
Q3 2022
Added 1.08%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
6,873
shares
|
$186,464
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
6,753
shares
|
$183,208
0.14% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
6,480
shares
|
$175,802
0.19% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
6,425
shares
|
$174,310
0.05% of portfolio
|
Q1 2025
Reduced 10.38%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
6,399
shares
|
$173,604
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,384
shares
|
$173,197
0.02% of portfolio
|
Q2 2020
Added 5.89%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
6,300
shares
|
$170,919
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
6,162
shares
|
$167,175
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
6,000
shares
|
$162,780
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
5,951
shares
|
$161,450
0.0% of portfolio
|
Q1 2025
Added 40.09%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
5,727
shares
|
$155,373
0.09% of portfolio
|
Q4 2022
Reduced 0.97%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
5,544
shares
|
$150,408
0.03% of portfolio
|
Q1 2025
Reduced 61.37%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
5,520
shares
|
$149,757
0.04% of portfolio
|
Q3 2022
Added 6.13%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,402
shares
|
$146,556
0.26% of portfolio
|
Q3 2024
Reduced 19.22%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,350
shares
|
$145,145
0.11% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,342
shares
|
$144,928
0.01% of portfolio
|
Q4 2022
Reduced 1.87%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
5,289
shares
|
$143,490
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
5,243
shares
|
$142,242
0.06% of portfolio
|
Q1 2025
New holding
|