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 |
|---|---|---|---|---|---|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
2,067
shares
|
$56,077
0.01% of portfolio
|
Q1 2025
Reduced 16.59%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,040
shares
|
$55,345
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
1,989
shares
|
$53,961
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,802
shares
|
$48,888
0.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
1,758
shares
|
$47,694
0.03% of portfolio
|
Q1 2025
Reduced 27.3%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
1,654
shares
|
$44,873
0.02% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,639
shares
|
$44,466
0.02% of portfolio
|
Q1 2025
Added 78.54%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,569
shares
|
$42,566
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
1,500
shares
|
$40,695
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
1,416
shares
|
$38,416
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,399
shares
|
$37,954
0.01% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
1,392
shares
|
$37,764
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,380
shares
|
$37,439
0.0% of portfolio
|
Q2 2024
Added 2.45%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,353
shares
|
$36,706
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
1,299
shares
|
$35,241
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
1,275
shares
|
$34,590
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
1,259
shares
|
$34,156
0.01% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
1,236
shares
|
$33,532
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,233
shares
|
$33,451
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,200
shares
|
$32,556
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
1,200
shares
|
$32,556
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,197
shares
|
$32,474
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,188
shares
|
$32,230
0.0% of portfolio
|
Q1 2025
Reduced 64.04%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,176
shares
|
$31,904
0.01% of portfolio
|
Q3 2022
Reduced 20.81%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
1,170
shares
|
$31,742
0.01% of portfolio
|
Q4 2024
Added 200.0%
|