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 885 institutions that hold shares in the stock, with a total of 327 Million shares, which have been reported (via 13F filing form) to have a value of $8.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
8,288
shares
|
$221,869
0.06% of portfolio
|
Q3 2022
Added 0.67%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
8,275
shares
|
$221,521
0.02% of portfolio
|
Q4 2024
Added 199.93%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
8,274
shares
|
$221,494
0.2% of portfolio
|
Q4 2024
Added 201.64%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
8,273
shares
|
$221,468
0.17% of portfolio
|
Q4 2024
Added 199.1%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
8,271
shares
|
$221,414
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
8,228
shares
|
$220,263
0.5% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Mar 18, 2025 Q4 2024 |
8,199
shares
|
$219,487
0.21% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,193
shares
|
$219,326
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
8,168
shares
|
$218,657
0.02% of portfolio
|
Q4 2024
Added 200.18%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
8,168
shares
|
$218,657
0.01% of portfolio
|
Q4 2024
Added 192.65%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
8,140
shares
|
$217,907
0.09% of portfolio
|
Q4 2024
Added 187.84%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
8,100
shares
|
$216,837
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
8,031
shares
|
$214,989
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
7,992
shares
|
$213,945
0.18% of portfolio
|
Q4 2024
Added 181.61%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
7,833
shares
|
$209,689
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
7,800
shares
|
$208,806
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
7,794
shares
|
$208,645
0.18% of portfolio
|
Q4 2024
Added 188.56%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
7,773
shares
|
$208,083
0.01% of portfolio
|
Q4 2024
Added 186.51%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
7,697
shares
|
$206,048
0.01% of portfolio
|
Q4 2024
Added 193.89%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,579
shares
|
$202,889
0.01% of portfolio
|
Q3 2024
Reduced 28.77%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,469
shares
|
$199,945
0.21% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,356
shares
|
$196,920
0.05% of portfolio
|
Q4 2022
Added 0.33%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
7,333
shares
|
$196,304
0.04% of portfolio
|
Q4 2024
Added 183.78%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,319
shares
|
$195,929
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
|
$191,914
0.06% of portfolio
|
Q4 2024
Added 184.37%
|