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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,159
shares
|
$31,443
0.02% of portfolio
|
Q3 2024
Added 12.96%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
1,098
shares
|
$29,788
0.01% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
1,086
shares
|
$29,463
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,044
shares
|
$28,323
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
1,041
shares
|
$28,242
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,022
shares
|
$27,726
0.0% of portfolio
|
Q3 2022
Reduced 33.2%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,017
shares
|
$27,591
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
996
shares
|
$27,021
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
981
shares
|
$26,614
0.0% of portfolio
|
Q4 2024
Added 46.86%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
915
shares
|
$24,823
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
900
shares
|
$24,417
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
895
shares
|
$24,281
0.01% of portfolio
|
Q4 2024
Added 200.34%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
894
shares
|
$24,254
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
881
shares
|
$23,901
0.02% of portfolio
|
Q4 2024
Added 200.68%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
879
shares
|
$23,847
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
876
shares
|
$23,765
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
831
shares
|
$22,545
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
828
shares
|
$22,463
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
798
shares
|
$21,649
0.0% of portfolio
|
Q4 2024
Reduced 24.5%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
771
shares
|
$20,917
0.02% of portfolio
|
Q3 2024
Reduced 11.48%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
735
shares
|
$19,940
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
704
shares
|
$19,099
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
688
shares
|
$18,665
0.02% of portfolio
|
Q1 2025
Added 19.44%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
660
shares
|
$17,905
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
612
shares
|
$16,603
0.0% of portfolio
|
Q4 2024
New holding
|