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 875 institutions that hold shares in the stock, with a total of 314 Million shares, which have been reported (via 13F filing form) to have a value of $8.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
8,168
shares
|
$222,986
0.01% of portfolio
|
Q4 2024
Added 192.65%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
8,140
shares
|
$222,222
0.09% of portfolio
|
Q4 2024
Added 187.84%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
8,100
shares
|
$221,130
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
8,031
shares
|
$219,246
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
7,992
shares
|
$218,181
0.18% of portfolio
|
Q4 2024
Added 181.61%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
7,833
shares
|
$213,840
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
7,800
shares
|
$212,940
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
7,794
shares
|
$212,776
0.18% of portfolio
|
Q4 2024
Added 188.56%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
7,773
shares
|
$212,202
0.01% of portfolio
|
Q4 2024
Added 186.51%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
7,697
shares
|
$210,128
0.01% of portfolio
|
Q4 2024
Added 193.89%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,579
shares
|
$206,906
0.01% of portfolio
|
Q3 2024
Reduced 28.77%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,469
shares
|
$203,903
0.21% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,356
shares
|
$200,818
0.05% of portfolio
|
Q4 2022
Added 0.33%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,319
shares
|
$199,808
0.22% of portfolio
|
Q4 2022
Reduced 5.99%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
7,169
shares
|
$195,713
0.06% of portfolio
|
Q4 2024
Added 184.37%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,913
shares
|
$188,724
0.01% of portfolio
|
Q3 2022
Added 1.08%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
6,873
shares
|
$187,632
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
6,711
shares
|
$183,210
0.15% of portfolio
|
Q4 2024
Added 122.07%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
6,480
shares
|
$176,904
0.19% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
6,402
shares
|
$174,774
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
6,399
shares
|
$174,692
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,384
shares
|
$174,283
0.02% of portfolio
|
Q2 2020
Added 5.89%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,381
shares
|
$174,201
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
6,300
shares
|
$171,990
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
American Investment Services, Inc.
|
Feb 13, 2025 Q4 2024 |
5,759
shares
|
$157,220
0.03% of portfolio
|
Q3 2024
Added 0.16%
|