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 |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
26,785
shares
|
$693,731
0.1% of portfolio
|
Q4 2024
Added 222.4%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
26,521
shares
|
$686,893
0.44% of portfolio
|
Q4 2024
Added 201.14%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
26,497
shares
|
$686,272
0.09% of portfolio
|
Q4 2024
Added 200.08%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
26,451
shares
|
$685,080
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
26,274
shares
|
$680,496
1.64% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
26,214
shares
|
$678,942
0.16% of portfolio
|
Q4 2024
Added 193.91%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
26,104
shares
|
$676,093
0.04% of portfolio
|
Q4 2024
Added 505.66%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
26,060
shares
|
$674,954
0.12% of portfolio
|
Q4 2024
Added 187.61%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
25,900
shares
|
$670,810
0.78% of portfolio
|
Q4 2024
Added 201.34%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
25,875
shares
|
$670,162
0.17% of portfolio
|
Q2 2023
Reduced 0.29%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
25,744
shares
|
$666,769
0.01% of portfolio
|
Q4 2024
Added 216.93%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
25,528
shares
|
$661,175
0.05% of portfolio
|
Q1 2024
Reduced 4.6%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
25,436
shares
|
$658,792
0.17% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
25,087
shares
|
$649,753
0.04% of portfolio
|
Q4 2024
Added 201.78%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
24,947
shares
|
$646,127
0.25% of portfolio
|
Q4 2024
Added 194.08%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
24,771
shares
|
$641,568
0.15% of portfolio
|
Q3 2024
Added 139.96%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
24,642
shares
|
$638,227
0.47% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
24,546
shares
|
$635,741
0.05% of portfolio
|
Q4 2023
Reduced 8.31%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
24,425
shares
|
$632,607
0.17% of portfolio
|
Q4 2024
Added 200.02%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
24,237
shares
|
$627,738
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
24,237
shares
|
$627,738
0.16% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
24,224
shares
|
$627,401
0.39% of portfolio
|
Q4 2024
Added 209.14%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
23,933
shares
|
$619,864
0.58% of portfolio
|
Q4 2022
Added 5.75%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Jan 29, 2025 Q4 2024 |
23,648
shares
|
$612,483
0.78% of portfolio
|
Q4 2024
Added 208.36%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
23,610
shares
|
$611,499
0.17% of portfolio
|
Q4 2024
Added 200.0%
|