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 |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,373
shares
|
$61,199
0.13% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
2,356
shares
|
$60,761
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,301
shares
|
$59,342
0.01% of portfolio
|
Q1 2025
Reduced 65.54%
|
|
|
Calton & Associates, Inc.
|
May 05, 2025 Q1 2025 |
2,251
shares
|
$58,053
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
2,244
shares
|
$57,872
0.03% of portfolio
|
Q1 2025
Reduced 96.24%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
2,208
shares
|
$56,944
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
2,175
shares
|
$56,093
0.01% of portfolio
|
Q1 2025
Added 23.09%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
2,093
shares
|
$53,978
0.02% of portfolio
|
Q1 2025
Reduced 25.41%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
2,088
shares
|
$53,849
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
2,085
shares
|
$53,772
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
2,067
shares
|
$53,307
0.01% of portfolio
|
Q1 2025
Reduced 16.59%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,040
shares
|
$52,611
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
1,989
shares
|
$51,296
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,802
shares
|
$46,473
0.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
1,758
shares
|
$45,338
0.03% of portfolio
|
Q1 2025
Reduced 27.3%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
1,654
shares
|
$42,656
0.02% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,569
shares
|
$40,464
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
1,557
shares
|
$40,155
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
1,500
shares
|
$38,685
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
1,416
shares
|
$36,518
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,399
shares
|
$36,080
0.01% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,380
shares
|
$35,590
0.0% of portfolio
|
Q2 2024
Added 2.45%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,353
shares
|
$34,893
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
1,299
shares
|
$33,501
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
1,275
shares
|
$32,882
0.02% of portfolio
|
Q4 2024
Added 200.0%
|