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 |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
291
shares
|
$7,894
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
289
shares
|
$7,840
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
282
shares
|
$7,650
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
261
shares
|
$7,080
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
230
shares
|
$6,239
0.1% of portfolio
|
Q1 2025
Added 18.56%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
225
shares
|
$6,104
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
222
shares
|
$6,022
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
198
shares
|
$5,371
0.0% of portfolio
|
Q2 2022
Added 0.51%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
195
shares
|
$5,290
0.0% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
195
shares
|
$5,290
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
194
shares
|
$5,263
0.01% of portfolio
|
Q2 2024
Reduced 95.64%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
186
shares
|
$5,046
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
184
shares
|
$4,991
0.01% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
174
shares
|
$4,720
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
169
shares
|
$4,584
0.0% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
168
shares
|
$4,557
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
153
shares
|
$4,150
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
136
shares
|
$3,689
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
135
shares
|
$3,662
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
122
shares
|
$3,309
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
116
shares
|
$3,147
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
113
shares
|
$3,065
0.0% of portfolio
|
Q1 2025
Added 44.87%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
111
shares
|
$3,011
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
111
shares
|
$3,011
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
100
shares
|
$2,713
0.0% of portfolio
|
Q1 2025
New holding
|