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 |
|---|---|---|---|---|---|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
894
shares
|
$24,933
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
881
shares
|
$24,571
0.02% of portfolio
|
Q4 2024
Added 200.68%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
876
shares
|
$24,431
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
831
shares
|
$23,176
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
828
shares
|
$23,092
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
798
shares
|
$22,256
0.0% of portfolio
|
Q4 2024
Reduced 24.5%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
771
shares
|
$21,503
0.02% of portfolio
|
Q3 2024
Reduced 11.48%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
735
shares
|
$20,499
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
689
shares
|
$19,216
0.01% of portfolio
|
Q2 2025
Reduced 23.02%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
688
shares
|
$19,188
0.02% of portfolio
|
Q1 2025
Added 19.44%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
672
shares
|
$18,742
0.0% of portfolio
|
Q2 2025
Added 622.58%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
660
shares
|
$18,407
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
650
shares
|
$18,128
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
612
shares
|
$17,068
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
591
shares
|
$16,482
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
540
shares
|
$15,060
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
534
shares
|
$14,893
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
510
shares
|
$14,223
0.0% of portfolio
|
Q1 2025
Reduced 50.72%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
483
shares
|
$13,470
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
468
shares
|
$13,052
0.0% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
464
shares
|
$12,940
0.01% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
462
shares
|
$12,885
0.0% of portfolio
|
Q1 2023
Added 6.7%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
460
shares
|
$12,829
0.0% of portfolio
|
Q1 2025
Reduced 16.97%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
450
shares
|
$12,550
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
450
shares
|
$12,550
0.01% of portfolio
|
Q4 2024
Added 200.0%
|