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 |
|---|---|---|---|---|---|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
23,505
shares
|
$608,779
0.13% of portfolio
|
Q4 2024
Added 197.95%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
22,768
shares
|
$589,691
0.2% of portfolio
|
Q4 2024
Added 198.6%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
22,722
shares
|
$588,499
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
22,712
shares
|
$588,240
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
22,546
shares
|
$583,941
0.52% of portfolio
|
Q4 2024
Added 175.19%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
22,408
shares
|
$580,367
0.02% of portfolio
|
Q4 2024
Added 221.49%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
22,303
shares
|
$577,647
0.02% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
22,130
shares
|
$573,167
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
21,954
shares
|
$568,608
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
21,868
shares
|
$566,381
0.06% of portfolio
|
Q4 2024
Added 275.35%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
21,627
shares
|
$560,139
0.02% of portfolio
|
Q4 2024
Added 183.04%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
21,558
shares
|
$558,352
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
21,506
shares
|
$557,005
0.01% of portfolio
|
Q4 2024
Added 179.77%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Feb 19, 2025 Q4 2024 |
21,482
shares
|
$556,383
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
20,970
shares
|
$543,123
0.33% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
20,879
shares
|
$540,766
0.06% of portfolio
|
Q4 2024
Added 200.24%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
20,838
shares
|
$539,704
0.29% of portfolio
|
Q4 2024
Added 203.98%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
20,761
shares
|
$537,709
0.72% of portfolio
|
Q4 2024
Added 199.71%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
20,589
shares
|
$533,255
0.07% of portfolio
|
Q4 2024
Added 111.63%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
20,455
shares
|
$529,784
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
20,453
shares
|
$529,732
0.04% of portfolio
|
Q4 2024
Added 183.87%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
20,197
shares
|
$523,102
0.37% of portfolio
|
Q4 2024
Added 169.83%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
20,083
shares
|
$520,149
0.02% of portfolio
|
Q4 2024
Added 202.82%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
20,007
shares
|
$518,181
0.32% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
19,863
shares
|
$514,451
0.07% of portfolio
|
Q4 2024
Added 200.0%
|