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 933 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 $9.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
169
shares
|
$4,713
0.0% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
168
shares
|
$4,685
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
153
shares
|
$4,267
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
136
shares
|
$3,793
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
135
shares
|
$3,765
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
122
shares
|
$3,402
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
116
shares
|
$3,235
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
113
shares
|
$3,151
0.0% of portfolio
|
Q1 2025
Added 44.87%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
111
shares
|
$3,095
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
100
shares
|
$2,789
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
99
shares
|
$2,761
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
95
shares
|
$2,649
0.0% of portfolio
|
Q2 2025
Reduced 67.35%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
60
shares
|
$1,673
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
60
shares
|
$1,673
0.0% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
60
shares
|
$1,673
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
54
shares
|
$1,506
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
48
shares
|
$1,338
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
45
shares
|
$1,255
0.0% of portfolio
|
Q1 2025
Reduced 75.81%
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
45
shares
|
$1,255
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
43
shares
|
$1,199
0.0% of portfolio
|
Q1 2025
Reduced 44.87%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
37
shares
|
$1,031
0.0% of portfolio
|
Q1 2025
Added 516.67%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
36
shares
|
$1,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
30
shares
|
$836
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
25
shares
|
$697
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
18
shares
|
$502
0.0% of portfolio
|
Q4 2024
Added 200.0%
|