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 844 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $3.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
19,476,341
shares
|
$524 Million
3.21% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
12,134,463
shares
|
$326 Million
1.3% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
10,745,795
shares
|
$289 Million
11.15% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,852,082
shares
|
$130 Million
0.13% of portfolio
|
Q3 2024
Added 20.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,237,217
shares
|
$114 Million
0.81% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
4,188,511
shares
|
$113 Million
11.12% of portfolio
|
Q4 2024
Added 206.91%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
3,311,151
shares
|
$89 Million
2.88% of portfolio
|
Q3 2024
Added 225.26%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
3,306,600
shares
|
$88.9 Million
9.57% of portfolio
|
Q3 2024
Reduced 17.76%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
2,724,819
shares
|
$73.2 Million
13.66% of portfolio
|
Q4 2024
Added 197.78%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,659,047
shares
|
$71.5 Million
0.38% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,615,791
shares
|
$70.3 Million
0.15% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
2,205,034
shares
|
$59.3 Million
4.2% of portfolio
|
Q4 2024
Added 150.7%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
1,630,893
shares
|
$43.8 Million
10.3% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,605,701
shares
|
$43.2 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
1,430,875
shares
|
$38.5 Million
4.62% of portfolio
|
Q4 2024
Added 219.87%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
1,404,756
shares
|
$37.8 Million
8.41% of portfolio
|
Q4 2024
Added 208.93%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
1,357,798
shares
|
$36.5 Million
1.79% of portfolio
|
Q4 2024
Added 215.39%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
1,310,932
shares
|
$35.2 Million
11.69% of portfolio
|
Q3 2024
Added 194.67%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
1,203,009
shares
|
$32.3 Million
0.82% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
1,197,455
shares
|
$32.2 Million
2.9% of portfolio
|
Q4 2024
Added 211.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,101,361
shares
|
$29.6 Million
0.04% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
1,038,132
shares
|
$27.9 Million
10.35% of portfolio
|
Q4 2024
Added 262.86%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
927,645
shares
|
$24.9 Million
22.36% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
921,158
shares
|
$24.8 Million
16.74% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
893,666
shares
|
$24 Million
0.45% of portfolio
|
Q4 2024
Added 193.7%
|