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 |
|---|---|---|---|---|---|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
174,473
shares
|
$4.73 Million
0.24% of portfolio
|
Q4 2024
Added 194.67%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
171,116
shares
|
$4.64 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
170,629
shares
|
$4.63 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
170,213
shares
|
$4.62 Million
1.7% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
169,813
shares
|
$4.61 Million
0.43% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
169,645
shares
|
$4.6 Million
4.38% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
168,844
shares
|
$4.58 Million
0.22% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
167,402
shares
|
$4.54 Million
0.75% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
164,393
shares
|
$4.46 Million
1.2% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
162,796
shares
|
$4.42 Million
0.38% of portfolio
|
Q1 2025
Added 15.45%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
161,217
shares
|
$4.37 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
May 06, 2025 Q1 2025 |
160,812
shares
|
$4.36 Million
3.16% of portfolio
|
Q1 2025
Added 28.3%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
160,000
shares
|
$4.34 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Apr 22, 2025 Q1 2025 |
159,192
shares
|
$4.32 Million
3.88% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
153,795
shares
|
$4.17 Million
0.56% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
153,273
shares
|
$4.16 Million
2.61% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
151,682
shares
|
$4.12 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
149,714
shares
|
$4.06 Million
0.71% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
146,727
shares
|
$3.98 Million
0.04% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
145,874
shares
|
$3.96 Million
1.61% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Westbourne Investment Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
145,467
shares
|
$3.95 Million
1.37% of portfolio
|
Q1 2025
Added 8.34%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
145,323
shares
|
$3.94 Million
2.38% of portfolio
|
Q1 2025
Added 92.19%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
144,386
shares
|
$3.92 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
144,219
shares
|
$3.91 Million
0.39% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
143,707
shares
|
$3.9 Million
2.1% of portfolio
|
Q1 2025
Reduced 7.46%
|