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 |
|---|---|---|---|---|---|
|
Lowery Thomas, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
219,264
shares
|
$5.95 Million
4.04% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
216,866
shares
|
$5.88 Million
3.08% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
216,664
shares
|
$5.88 Million
1.68% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
214,539
shares
|
$5.82 Million
2.25% of portfolio
|
Q1 2025
Reduced 15.37%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
210,844
shares
|
$5.72 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
May 12, 2025 Q1 2025 |
207,192
shares
|
$5.62 Million
1.93% of portfolio
|
Q1 2025
Added 15.98%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
207,187
shares
|
$5.62 Million
2.31% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
205,502
shares
|
$5.58 Million
4.48% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
205,330
shares
|
$5.57 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
203,714
shares
|
$5.53 Million
1.69% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
202,709
shares
|
$5.5 Million
0.19% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
202,249
shares
|
$5.49 Million
4.76% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
201,219
shares
|
$5.46 Million
3.27% of portfolio
|
Q1 2025
Reduced 27.39%
|
|
|
Gunma Bank,Ltd.
|
May 07, 2025 Q1 2025 |
199,694
shares
|
$5.42 Million
1.71% of portfolio
|
Q1 2025
Reduced 16.79%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
198,891
shares
|
$5.4 Million
4.46% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
195,619
shares
|
$5.31 Million
3.51% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
193,949
shares
|
$5.26 Million
2.85% of portfolio
|
Q4 2024
Added 218.6%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
191,224
shares
|
$5.19 Million
0.95% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
190,094
shares
|
$5.16 Million
3.24% of portfolio
|
Q4 2023
Added 6.04%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
187,645
shares
|
$5.09 Million
0.55% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
185,364
shares
|
$5.03 Million
4.09% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Apr 10, 2025 Q1 2025 |
181,643
shares
|
$4.93 Million
4.27% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
179,402
shares
|
$4.87 Million
0.11% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
177,010
shares
|
$4.8 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
174,702
shares
|
$4.74 Million
1.71% of portfolio
|
Q1 2025
Added 20.46%
|