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 $9.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,625
shares
|
$98,346
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,572
shares
|
$96,908
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,416
shares
|
$92,676
0.01% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
3,369
shares
|
$91,400
0.15% of portfolio
|
Q2 2023
Reduced 51.55%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
3,261
shares
|
$88,470
0.03% of portfolio
|
Q1 2024
Reduced 6.88%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,244
shares
|
$88,009
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
3,186
shares
|
$86,436
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
3,185
shares
|
$86,409
0.01% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,077
shares
|
$83,479
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
3,000
shares
|
$81,390
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
3,000
shares
|
$81,390
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
2,965
shares
|
$80,440
0.02% of portfolio
|
Q1 2025
Reduced 17.64%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
2,845
shares
|
$77,184
0.02% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,788
shares
|
$75,638
0.01% of portfolio
|
Q1 2025
Added 30877.78%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
2,769
shares
|
$75,122
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,712
shares
|
$73,576
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,373
shares
|
$64,379
0.13% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
2,356
shares
|
$63,918
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,301
shares
|
$62,426
0.01% of portfolio
|
Q1 2025
Reduced 65.54%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
2,244
shares
|
$60,879
0.03% of portfolio
|
Q1 2025
Reduced 96.24%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
2,175
shares
|
$59,007
0.01% of portfolio
|
Q1 2025
Added 23.09%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
2,112
shares
|
$57,298
0.02% of portfolio
|
Q1 2025
Added 35.65%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
2,093
shares
|
$56,783
0.02% of portfolio
|
Q1 2025
Reduced 25.41%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
2,088
shares
|
$56,647
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
2,085
shares
|
$56,566
0.02% of portfolio
|
Q1 2025
New holding
|