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 935 institutions that hold shares in the stock, with a total of 337 Million shares, which have been reported (via 13F filing form) to have a value of $9.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
1,392
shares
|
$38,822
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,380
shares
|
$38,488
0.0% of portfolio
|
Q2 2024
Added 2.45%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,353
shares
|
$37,735
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
1,299
shares
|
$36,229
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
1,275
shares
|
$35,559
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
1,236
shares
|
$34,472
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,233
shares
|
$34,388
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,200
shares
|
$33,468
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
1,200
shares
|
$33,468
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,197
shares
|
$33,384
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
1,188
shares
|
$33,133
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,188
shares
|
$33,133
0.0% of portfolio
|
Q1 2025
Reduced 64.04%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,176
shares
|
$32,798
0.01% of portfolio
|
Q3 2022
Reduced 20.81%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
1,170
shares
|
$32,631
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,159
shares
|
$32,324
0.02% of portfolio
|
Q3 2024
Added 12.96%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
1,098
shares
|
$30,623
0.01% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
1,086
shares
|
$30,288
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,044
shares
|
$29,117
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
1,041
shares
|
$29,033
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,022
shares
|
$28,503
0.0% of portfolio
|
Q3 2022
Reduced 33.2%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,017
shares
|
$28,364
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
996
shares
|
$27,778
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
951
shares
|
$26,523
0.01% of portfolio
|
Q2 2025
Added 993.1%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
915
shares
|
$25,519
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
900
shares
|
$25,101
0.03% of portfolio
|
Q1 2022
New holding
|