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 |
|---|---|---|---|---|---|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
99
shares
|
$2,685
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
93
shares
|
$2,523
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
87
shares
|
$2,360
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
60
shares
|
$1,627
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
60
shares
|
$1,627
0.0% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
60
shares
|
$1,627
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
54
shares
|
$1,465
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
45
shares
|
$1,220
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
45
shares
|
$1,220
0.0% of portfolio
|
Q1 2025
Reduced 75.81%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
43
shares
|
$1,166
0.0% of portfolio
|
Q1 2025
Reduced 44.87%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
37
shares
|
$1,003
0.0% of portfolio
|
Q1 2025
Added 516.67%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
36
shares
|
$976
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
30
shares
|
$813
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
25
shares
|
$678
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
18
shares
|
$488
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
15
shares
|
$406
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
15
shares
|
$406
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
5
shares
|
$135
0.0% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
3
shares
|
$81
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
3
shares
|
$81
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|