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 |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,226
shares
|
$141,781
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
5,070
shares
|
$137,549
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5,009
shares
|
$135,894
0.01% of portfolio
|
Q1 2025
Added 49.75%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,945
shares
|
$134,157
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,945
shares
|
$134,157
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,687
shares
|
$127,158
0.08% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
4,569
shares
|
$123,956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
4,470
shares
|
$121,271
0.04% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
4,416
shares
|
$119,806
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
4,396
shares
|
$119,263
0.1% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
4,382
shares
|
$118,883
0.01% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,287
shares
|
$116,306
0.06% of portfolio
|
Q3 2022
Reduced 12.99%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
4,254
shares
|
$115,411
0.04% of portfolio
|
Q1 2025
Added 81.02%
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
4,218
shares
|
$114,434
0.06% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
4,169
shares
|
$113,104
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,141
shares
|
$112,345
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
4,140
shares
|
$112,318
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
4,137
shares
|
$112,236
0.04% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
4,128
shares
|
$111,992
0.06% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
4,101
shares
|
$111,260
0.12% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
3,891
shares
|
$105,562
0.04% of portfolio
|
Q1 2025
Added 29.7%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
3,864
shares
|
$104,830
0.02% of portfolio
|
Q1 2025
Added 84.88%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
3,777
shares
|
$102,470
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,724
shares
|
$101,032
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
3,669
shares
|
$99,539
0.0% of portfolio
|
Q1 2025
Added 0.52%
|