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 904 institutions that hold shares in the stock, with a total of 331 Million shares, which have been reported (via 13F filing form) to have a value of $8.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
55,360,772
shares
|
$1.43 Billion
3.05% of portfolio
|
Q4 2024
Added 184.25%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
38,914,600
shares
|
$1 Billion
1.35% of portfolio
|
Q4 2024
Added 220.69%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
32,984,784
shares
|
$851 Million
10.21% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
16,489,014
shares
|
$425 Million
0.15% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
10,115,105
shares
|
$261 Million
0.66% of portfolio
|
Q4 2024
Added 138.72%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
10,027,280
shares
|
$259 Million
9.49% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,950,753
shares
|
$205 Million
0.36% of portfolio
|
Q4 2024
Added 199.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
6,969,917
shares
|
$180 Million
0.37% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,652,799
shares
|
$120 Million
0.29% of portfolio
|
Q4 2024
Added 189.77%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
4,308,320
shares
|
$111 Million
11.73% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
3,495,163
shares
|
$90.1 Million
0.04% of portfolio
|
Q4 2024
Added 217.35%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
3,456,606
shares
|
$89.1 Million
0.73% of portfolio
|
Q4 2024
Added 187.33%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
3,427,107
shares
|
$88.4 Million
1.27% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
May 01, 2025 Q1 2025 |
2,913,987
shares
|
$75.2 Million
15.99% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Mokosak Advisory Group, LLC
|
Apr 22, 2025 Q1 2025 |
2,865,572
shares
|
$73.9 Million
23.52% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
2,700,626
shares
|
$69.6 Million
14.2% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,386,548
shares
|
$61.5 Million
0.0% of portfolio
|
Q4 2024
Added 237.78%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
2,244,147
shares
|
$57.9 Million
4.26% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,217,242
shares
|
$57.2 Million
0.08% of portfolio
|
Q4 2024
Added 200.84%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
1,976,668
shares
|
$51 Million
0.94% of portfolio
|
Q4 2024
Added 1717.49%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
1,909,279
shares
|
$49.2 Million
1.92% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
1,899,117
shares
|
$49 Million
0.42% of portfolio
|
Q4 2024
Added 195.58%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,819,279
shares
|
$46.9 Million
0.01% of portfolio
|
Q4 2024
Added 187.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,786,273
shares
|
$46.1 Million
0.0% of portfolio
|
Q4 2024
Added 228.61%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
1,758,801
shares
|
$45.4 Million
0.29% of portfolio
|
Q1 2025
Added 6.88%
|