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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
1,259
shares
|
$32,469
0.01% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
1,236
shares
|
$31,876
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,233
shares
|
$31,799
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
1,200
shares
|
$30,948
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,200
shares
|
$30,948
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
1,197
shares
|
$30,870
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,188
shares
|
$30,638
0.0% of portfolio
|
Q1 2025
Reduced 64.04%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,176
shares
|
$30,329
0.01% of portfolio
|
Q3 2022
Reduced 20.81%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
1,170
shares
|
$30,174
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
1,161
shares
|
$29,942
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,159
shares
|
$29,890
0.02% of portfolio
|
Q3 2024
Added 12.96%
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
1,086
shares
|
$28,007
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,044
shares
|
$26,924
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,022
shares
|
$26,357
0.0% of portfolio
|
Q3 2022
Reduced 33.2%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,017
shares
|
$26,228
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
996
shares
|
$25,686
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
981
shares
|
$25,299
0.0% of portfolio
|
Q4 2024
Added 46.86%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
918
shares
|
$23,675
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
918
shares
|
$23,675
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
915
shares
|
$23,597
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
900
shares
|
$23,211
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
895
shares
|
$23,082
0.01% of portfolio
|
Q4 2024
Added 200.34%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
894
shares
|
$23,056
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
881
shares
|
$22,720
0.02% of portfolio
|
Q4 2024
Added 200.68%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
879
shares
|
$22,669
0.0% of portfolio
|
Q1 2025
New holding
|