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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
31,992
shares
|
$828,592
0.02% of portfolio
|
Q4 2024
Added 196.5%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
31,818
shares
|
$824,086
0.02% of portfolio
|
Q4 2024
Added 328.58%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
31,310
shares
|
$810,929
0.08% of portfolio
|
Q4 2024
Added 197.91%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
31,073
shares
|
$804,790
0.33% of portfolio
|
Q4 2024
Added 201.83%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
30,939
shares
|
$801,320
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
30,614
shares
|
$792,902
0.02% of portfolio
|
Q4 2024
Added 268.62%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
30,542
shares
|
$791,037
0.13% of portfolio
|
Q4 2024
Added 200.55%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
30,255
shares
|
$783,604
0.01% of portfolio
|
Q4 2024
Added 216.81%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
30,171
shares
|
$781,428
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Feb 13, 2025 Q4 2024 |
30,066
shares
|
$778,709
0.26% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
30,053
shares
|
$778,372
0.0% of portfolio
|
Q4 2024
Added 266.68%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
29,818
shares
|
$772,286
0.01% of portfolio
|
Q4 2024
Added 197.32%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
29,778
shares
|
$771,250
0.74% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
29,522
shares
|
$764,619
0.01% of portfolio
|
Q4 2024
Added 199.44%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
29,458
shares
|
$762,962
0.22% of portfolio
|
Q4 2024
Added 249.86%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
29,297
shares
|
$758,792
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
29,232
shares
|
$757,108
0.16% of portfolio
|
Q4 2024
Added 201.92%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
29,220
shares
|
$756,798
0.29% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
29,216
shares
|
$756,694
0.16% of portfolio
|
Q4 2024
Added 193.78%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
28,770
shares
|
$745,143
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
28,473
shares
|
$737,450
0.02% of portfolio
|
Q4 2024
Added 282.6%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
28,356
shares
|
$734,420
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
27,686
shares
|
$717,067
0.0% of portfolio
|
Q4 2024
Added 110.49%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
27,546
shares
|
$713,441
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
27,330
shares
|
$707,847
0.07% of portfolio
|
Q4 2024
Added 220.1%
|