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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
141,900
shares
|
$3.85 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
141,280
shares
|
$3.83 Million
1.0% of portfolio
|
Q1 2025
Added 17.26%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
137,043
shares
|
$3.72 Million
1.61% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
135,572
shares
|
$3.68 Million
1.73% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
134,882
shares
|
$3.66 Million
0.12% of portfolio
|
Q1 2025
Added 52.13%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
132,659
shares
|
$3.6 Million
0.57% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
131,032
shares
|
$3.55 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
130,267
shares
|
$3.53 Million
0.41% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Ddd Partners, LLC
|
May 02, 2025 Q1 2025 |
129,417
shares
|
$3.51 Million
0.42% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
127,511
shares
|
$3.46 Million
1.95% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
124,232
shares
|
$3.37 Million
1.59% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
123,908
shares
|
$3.36 Million
3.02% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
123,805
shares
|
$3.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
May 05, 2025 Q1 2025 |
123,743
shares
|
$3.36 Million
2.79% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
123,450
shares
|
$3.35 Million
2.28% of portfolio
|
Q1 2025
Added 176.11%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
122,650
shares
|
$3.33 Million
1.92% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
122,357
shares
|
$3.32 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
121,863
shares
|
$3.31 Million
0.16% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
121,458
shares
|
$3.3 Million
0.32% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
120,527
shares
|
$3.27 Million
0.61% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
120,338
shares
|
$3.26 Million
0.04% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
120,327
shares
|
$3.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Barden Capital Management, Inc.
|
Apr 14, 2025 Q1 2025 |
118,808
shares
|
$3.22 Million
2.79% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
118,500
shares
|
$3.21 Million
0.01% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
117,499
shares
|
$3.19 Million
0.05% of portfolio
|
Q1 2025
Added 7.28%
|