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 |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
601,199
shares
|
$16.3 Million
6.37% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
599,243
shares
|
$16.3 Million
7.11% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
594,440
shares
|
$16.1 Million
7.11% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
594,324
shares
|
$16.1 Million
0.47% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
587,837
shares
|
$15.9 Million
0.04% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
586,530
shares
|
$15.9 Million
0.05% of portfolio
|
Q1 2025
Added 22.55%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
586,310
shares
|
$15.9 Million
1.69% of portfolio
|
Q4 2024
Added 226.1%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
584,565
shares
|
$15.9 Million
0.54% of portfolio
|
Q1 2025
Reduced 12.91%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
584,372
shares
|
$15.9 Million
0.41% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
577,134
shares
|
$15.7 Million
4.22% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
559,861
shares
|
$15.2 Million
0.01% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
541,074
shares
|
$14.7 Million
0.0% of portfolio
|
Q1 2025
Added 94.16%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
535,683
shares
|
$14.5 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Apr 16, 2025 Q1 2025 |
532,047
shares
|
$14.4 Million
2.82% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
531,480
shares
|
$14.4 Million
0.18% of portfolio
|
Q1 2025
Added 149.28%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
531,139
shares
|
$14.4 Million
0.07% of portfolio
|
Q1 2025
Reduced 28.62%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
525,273
shares
|
$14.3 Million
1.68% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
522,428
shares
|
$14.2 Million
4.84% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
504,000
shares
|
$13.7 Million
1.94% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Seek First Inc.
Campbell, CA |
May 13, 2025 Q1 2025 |
483,938
shares
|
$13.1 Million
11.42% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
481,342
shares
|
$13.1 Million
0.66% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
477,173
shares
|
$12.9 Million
4.72% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
463,231
shares
|
$12.6 Million
4.96% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
451,534
shares
|
$12.3 Million
0.57% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
414,932
shares
|
$11.3 Million
0.06% of portfolio
|
Q1 2025
Added 156.25%
|