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 882 institutions that hold shares in the stock, with a total of 321 Million shares, which have been reported (via 13F filing form) to have a value of $8.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
55,360,772
shares
|
$1.51 Billion
3.05% of portfolio
|
Q4 2024
Added 184.25%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
38,914,600
shares
|
$1.06 Billion
1.35% of portfolio
|
Q4 2024
Added 220.69%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
31,961,534
shares
|
$871 Million
10.86% of portfolio
|
Q4 2024
Added 197.43%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
15,926,683
shares
|
$434 Million
0.14% of portfolio
|
Q4 2024
Added 228.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
10,115,105
shares
|
$276 Million
0.66% of portfolio
|
Q4 2024
Added 138.72%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
9,927,842
shares
|
$270 Million
9.39% of portfolio
|
Q4 2024
Added 200.24%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,950,753
shares
|
$217 Million
0.36% of portfolio
|
Q4 2024
Added 199.01%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,652,799
shares
|
$127 Million
0.29% of portfolio
|
Q4 2024
Added 189.77%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
4,188,511
shares
|
$114 Million
11.12% of portfolio
|
Q4 2024
Added 206.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
3,495,163
shares
|
$95.2 Million
0.04% of portfolio
|
Q4 2024
Added 217.35%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
3,456,606
shares
|
$94.2 Million
0.73% of portfolio
|
Q4 2024
Added 187.33%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
3,427,107
shares
|
$93.4 Million
1.27% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Feb 03, 2025 Q4 2024 |
2,877,420
shares
|
$78.4 Million
15.59% of portfolio
|
Q4 2024
Added 212.37%
|
|
|
Mokosak Advisory Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,796,842
shares
|
$76.2 Million
21.87% of portfolio
|
Q4 2024
Added 201.5%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
2,724,819
shares
|
$74.2 Million
13.66% of portfolio
|
Q4 2024
Added 197.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,615,791
shares
|
$71.3 Million
0.15% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,386,548
shares
|
$65 Million
0.0% of portfolio
|
Q4 2024
Added 237.78%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,217,242
shares
|
$60.4 Million
0.08% of portfolio
|
Q4 2024
Added 200.84%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
2,205,034
shares
|
$60.1 Million
4.2% of portfolio
|
Q4 2024
Added 150.7%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
1,976,668
shares
|
$53.8 Million
0.94% of portfolio
|
Q4 2024
Added 1717.49%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
1,899,117
shares
|
$51.7 Million
0.42% of portfolio
|
Q4 2024
Added 195.58%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
1,843,143
shares
|
$50.2 Million
1.92% of portfolio
|
Q4 2024
Added 324.26%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,819,279
shares
|
$49.6 Million
0.01% of portfolio
|
Q4 2024
Added 187.18%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
1,806,206
shares
|
$49.2 Million
0.7% of portfolio
|
Q4 2024
Added 209.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,786,273
shares
|
$48.7 Million
0.0% of portfolio
|
Q4 2024
Added 228.61%
|