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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,394
shares
|
$38,056
0.01% of portfolio
|
Q4 2024
Added 201.08%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,380
shares
|
$37,674
0.0% of portfolio
|
Q2 2024
Added 2.45%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,353
shares
|
$36,936
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
1,299
shares
|
$35,462
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,278
shares
|
$34,889
0.01% of portfolio
|
Q4 2024
Added 182.12%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
1,275
shares
|
$34,807
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
1,236
shares
|
$33,742
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
1,233
shares
|
$33,660
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,200
shares
|
$32,760
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,176
shares
|
$32,104
0.01% of portfolio
|
Q3 2022
Reduced 20.81%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
1,170
shares
|
$31,941
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
1,161
shares
|
$31,695
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,159
shares
|
$31,640
0.02% of portfolio
|
Q3 2024
Added 12.96%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,044
shares
|
$28,501
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
1,035
shares
|
$28,255
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,022
shares
|
$27,900
0.0% of portfolio
|
Q3 2022
Reduced 33.2%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
996
shares
|
$27,190
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
981
shares
|
$26,781
0.0% of portfolio
|
Q4 2024
Added 46.86%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
918
shares
|
$25,061
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
916
shares
|
$25,006
0.0% of portfolio
|
Q4 2024
Added 201.32%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
915
shares
|
$24,979
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
900
shares
|
$24,570
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
895
shares
|
$24,433
0.01% of portfolio
|
Q4 2024
Added 200.34%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
881
shares
|
$24,051
0.02% of portfolio
|
Q4 2024
Added 200.68%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
876
shares
|
$23,914
0.0% of portfolio
|
Q4 2024
Added 200.0%
|