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 |
|---|---|---|---|---|---|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
285,238
shares
|
$7.74 Million
1.23% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
281,417
shares
|
$7.63 Million
0.1% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
280,030
shares
|
$7.6 Million
0.46% of portfolio
|
Q3 2022
Added 181.1%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
274,510
shares
|
$7.45 Million
1.49% of portfolio
|
Q4 2022
Reduced 0.36%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
268,274
shares
|
$7.28 Million
2.42% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Apr 15, 2025 Q1 2025 |
264,216
shares
|
$7.17 Million
3.9% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
260,219
shares
|
$7.06 Million
11.26% of portfolio
|
Q2 2023
New holding
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
258,683
shares
|
$7.02 Million
3.7% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
256,003
shares
|
$6.95 Million
0.08% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
253,673
shares
|
$6.88 Million
0.25% of portfolio
|
Q1 2025
Added 17.58%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
250,152
shares
|
$6.79 Million
0.25% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
249,972
shares
|
$6.78 Million
0.91% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
248,221
shares
|
$6.73 Million
0.04% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
245,630
shares
|
$6.66 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
240,315
shares
|
$6.52 Million
1.22% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
234,878
shares
|
$6.37 Million
0.9% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
231,770
shares
|
$6.29 Million
0.05% of portfolio
|
Q1 2025
Reduced 96.24%
|
|
|
Friday Financial
Dubuque, IA |
Apr 22, 2025 Q1 2025 |
231,748
shares
|
$6.29 Million
3.71% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
230,264
shares
|
$6.25 Million
0.05% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
229,957
shares
|
$6.24 Million
0.29% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
229,641
shares
|
$6.23 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
228,981
shares
|
$6.21 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
226,973
shares
|
$6.16 Million
0.63% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
223,030
shares
|
$6.05 Million
0.1% of portfolio
|
Q1 2025
Added 57.03%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
221,816
shares
|
$6.02 Million
1.28% of portfolio
|
Q1 2025
Added 12.22%
|