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 |
|---|---|---|---|---|---|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
5,727
shares
|
$156,347
0.09% of portfolio
|
Q4 2022
Reduced 0.97%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
5,568
shares
|
$152,006
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
5,520
shares
|
$150,696
0.04% of portfolio
|
Q3 2022
Added 6.13%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,402
shares
|
$147,474
0.26% of portfolio
|
Q3 2024
Reduced 19.22%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,350
shares
|
$146,055
0.11% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,342
shares
|
$145,836
0.01% of portfolio
|
Q4 2022
Reduced 1.87%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
5,330
shares
|
$145,509
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
5,289
shares
|
$144,389
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,226
shares
|
$142,669
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
5,070
shares
|
$138,411
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
5,070
shares
|
$138,411
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,945
shares
|
$134,998
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,945
shares
|
$134,998
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
4,937
shares
|
$134,780
0.06% of portfolio
|
Q2 2023
Reduced 3.59%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,687
shares
|
$127,955
0.08% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
4,482
shares
|
$122,358
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
4,416
shares
|
$120,556
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
4,395
shares
|
$119,983
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
4,381
shares
|
$119,601
0.05% of portfolio
|
Q4 2024
Added 201.93%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
4,358
shares
|
$118,973
0.01% of portfolio
|
Q4 2024
Added 201.8%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,287
shares
|
$117,035
0.06% of portfolio
|
Q3 2022
Reduced 12.99%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
4,248
shares
|
$115,970
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
4,169
shares
|
$113,813
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,141
shares
|
$113,049
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
4,140
shares
|
$113,022
0.09% of portfolio
|
Q4 2024
Added 200.0%
|