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 |
|---|---|---|---|---|---|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,913
shares
|
$185,061
0.01% of portfolio
|
Q3 2022
Added 1.08%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
6,873
shares
|
$183,990
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
6,711
shares
|
$179,653
0.15% of portfolio
|
Q4 2024
Added 122.07%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
6,678
shares
|
$178,770
0.02% of portfolio
|
Q4 2024
Added 101.27%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
6,480
shares
|
$173,469
0.19% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
6,402
shares
|
$171,381
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
6,399
shares
|
$171,301
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,384
shares
|
$170,899
0.02% of portfolio
|
Q2 2020
Added 5.89%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
6,300
shares
|
$168,651
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
5,727
shares
|
$153,311
0.09% of portfolio
|
Q4 2022
Reduced 0.97%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
5,568
shares
|
$149,055
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
5,520
shares
|
$147,770
0.04% of portfolio
|
Q3 2022
Added 6.13%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,402
shares
|
$144,611
0.26% of portfolio
|
Q3 2024
Reduced 19.22%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,350
shares
|
$143,219
0.11% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,342
shares
|
$143,005
0.01% of portfolio
|
Q4 2022
Reduced 1.87%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
5,330
shares
|
$142,684
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
5,289
shares
|
$141,586
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,226
shares
|
$139,900
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
5,070
shares
|
$135,723
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
5,070
shares
|
$135,723
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,945
shares
|
$132,377
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,945
shares
|
$132,377
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
4,937
shares
|
$132,163
0.06% of portfolio
|
Q2 2023
Reduced 3.59%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,687
shares
|
$125,470
0.08% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
4,482
shares
|
$119,983
0.04% of portfolio
|
Q4 2024
Added 200.0%
|