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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
414,078
shares
|
$11.2 Million
0.14% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
411,146
shares
|
$11.2 Million
4.16% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
406,394
shares
|
$11 Million
2.86% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
404,128
shares
|
$11 Million
5.91% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
395,098
shares
|
$10.7 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
379,089
shares
|
$10.3 Million
0.26% of portfolio
|
Q1 2025
Added 881.71%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
376,533
shares
|
$10.2 Million
2.81% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
376,020
shares
|
$10.2 Million
1.78% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
371,485
shares
|
$10.1 Million
0.15% of portfolio
|
Q1 2025
Added 2843.85%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
366,204
shares
|
$9.94 Million
0.04% of portfolio
|
Q1 2025
Added 100.48%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
353,726
shares
|
$9.6 Million
1.24% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
351,389
shares
|
$9.53 Million
4.66% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
338,256
shares
|
$9.18 Million
2.67% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
337,726
shares
|
$9.16 Million
3.73% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
335,683
shares
|
$9.11 Million
1.78% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
White Pine Investment CO
|
Apr 23, 2025 Q1 2025 |
334,668
shares
|
$9.08 Million
2.39% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
328,851
shares
|
$8.92 Million
1.8% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Bishop & CO Investment Management, LLC
|
May 07, 2025 Q1 2025 |
323,856
shares
|
$8.79 Million
3.33% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
322,064
shares
|
$8.74 Million
1.1% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
312,923
shares
|
$8.49 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Apr 08, 2025 Q1 2025 |
312,324
shares
|
$8.47 Million
3.56% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
306,035
shares
|
$8.3 Million
1.82% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
304,620
shares
|
$8.26 Million
1.77% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
294,081
shares
|
$7.98 Million
0.31% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
285,908
shares
|
$7.76 Million
3.64% of portfolio
|
Q1 2025
Added 1.7%
|