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 |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
4,112
shares
|
$106,048
0.01% of portfolio
|
Q4 2024
Added 18.84%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
4,101
shares
|
$105,764
0.12% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
3,864
shares
|
$99,652
0.02% of portfolio
|
Q1 2025
Added 84.88%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
3,777
shares
|
$97,408
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
North Rock Partners, LLC
|
Apr 22, 2025 Q4 2024 |
3,704
shares
|
$95,526
0.0% of portfolio
|
Q4 2024
Added 201.87%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
3,669
shares
|
$94,623
0.0% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,625
shares
|
$93,488
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
3,625
shares
|
$93,488
0.01% of portfolio
|
Q4 2024
Added 221.94%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,572
shares
|
$92,121
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
3,572
shares
|
$92,121
0.01% of portfolio
|
Q4 2024
Added 201.18%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
3,369
shares
|
$86,886
0.15% of portfolio
|
Q2 2023
Reduced 51.55%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,345
shares
|
$86,267
0.0% of portfolio
|
Q4 2024
Added 209.44%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
3,261
shares
|
$84,101
0.03% of portfolio
|
Q1 2024
Reduced 6.88%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,244
shares
|
$83,662
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
3,186
shares
|
$82,166
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,077
shares
|
$79,355
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
3,000
shares
|
$77,370
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$77,370
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
3,000
shares
|
$77,370
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
2,965
shares
|
$76,467
0.02% of portfolio
|
Q1 2025
Reduced 17.64%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
2,845
shares
|
$73,372
0.02% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,788
shares
|
$71,902
0.01% of portfolio
|
Q1 2025
Added 30877.78%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
2,769
shares
|
$71,412
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
2,758
shares
|
$71,128
0.02% of portfolio
|
Q4 2024
Added 201.75%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
2,677
shares
|
$69,039
0.0% of portfolio
|
Q4 2024
New holding
|