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 885 institutions that hold shares in the stock, with a total of 322 Million shares, which have been reported (via 13F filing form) to have a value of $8.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
36,089
shares
|
$934,705
1.19% of portfolio
|
Q4 2024
Added 165.81%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
35,493
shares
|
$919,268
0.36% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
35,310
shares
|
$914,529
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
34,918
shares
|
$904,376
0.06% of portfolio
|
Q4 2024
Added 200.01%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
34,769
shares
|
$900,517
0.0% of portfolio
|
Q4 2024
Added 183.53%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
34,653
shares
|
$897,512
0.17% of portfolio
|
Q4 2024
Added 194.44%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
34,508
shares
|
$893,757
0.4% of portfolio
|
Q4 2024
Added 189.69%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
34,446
shares
|
$892,151
0.15% of portfolio
|
Q4 2024
Added 181.4%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
34,290
shares
|
$888,111
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Capital Wealth Advisors
|
Feb 14, 2025 Q4 2024 |
34,221
shares
|
$886,323
0.99% of portfolio
|
Q4 2024
Added 192.29%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 26, 2025 Q4 2024 |
34,008
shares
|
$880,807
0.36% of portfolio
|
Q3 2024
Reduced 64.5%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
33,746
shares
|
$874,021
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
33,665
shares
|
$871,923
0.22% of portfolio
|
Q4 2024
Added 220.89%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
33,637
shares
|
$871,198
0.1% of portfolio
|
Q4 2024
Added 192.5%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
33,595
shares
|
$870,110
0.3% of portfolio
|
Q4 2024
Added 204.3%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
33,543
shares
|
$868,763
0.08% of portfolio
|
Q4 2024
Added 198.56%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
33,415
shares
|
$865,448
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
33,111
shares
|
$857,574
0.01% of portfolio
|
Q4 2024
Added 203.44%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
32,919
shares
|
$852,602
0.01% of portfolio
|
Q3 2023
Reduced 0.34%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
32,901
shares
|
$852,135
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
32,850
shares
|
$850,815
0.3% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
32,778
shares
|
$848,950
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
32,598
shares
|
$844,288
0.34% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
32,597
shares
|
$844,262
0.18% of portfolio
|
Q4 2024
Added 197.09%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
32,069
shares
|
$830,587
0.23% of portfolio
|
Q4 2024
Added 208.89%
|