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 $9.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
591
shares
|
$16,033
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
540
shares
|
$14,650
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
534
shares
|
$14,487
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
510
shares
|
$13,836
0.0% of portfolio
|
Q1 2025
Reduced 50.72%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
483
shares
|
$13,103
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
468
shares
|
$12,696
0.0% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
464
shares
|
$12,588
0.01% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
462
shares
|
$12,534
0.0% of portfolio
|
Q1 2023
Added 6.7%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
460
shares
|
$12,479
0.0% of portfolio
|
Q1 2025
Reduced 16.97%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
450
shares
|
$12,208
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
450
shares
|
$12,208
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
446
shares
|
$12,099
0.0% of portfolio
|
Q1 2025
Reduced 96.09%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
437
shares
|
$11,855
0.01% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
429
shares
|
$11,638
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
408
shares
|
$11,069
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
392
shares
|
$10,634
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
377
shares
|
$10,228
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
374
shares
|
$10,146
0.03% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
354
shares
|
$9,604
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
351
shares
|
$9,522
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
333
shares
|
$9,034
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
325
shares
|
$8,817
0.0% of portfolio
|
Q1 2025
Reduced 64.52%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
324
shares
|
$8,790
0.0% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
300
shares
|
$8,139
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
299
shares
|
$8,111
0.0% of portfolio
|
Q1 2025
Added 162.28%
|