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 847 institutions that hold shares in the stock, with a total of 173 Million shares, which have been reported (via 13F filing form) to have a value of $4.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
1,031,057
shares
|
$28 Million
1.07% of portfolio
|
Q4 2024
Added 174.25%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
1,002,696
shares
|
$27.2 Million
7.99% of portfolio
|
Q4 2024
Added 200.47%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
961,795
shares
|
$26.1 Million
1.19% of portfolio
|
Q4 2024
Added 207.22%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
921,158
shares
|
$25 Million
16.74% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
893,666
shares
|
$24.2 Million
0.45% of portfolio
|
Q4 2024
Added 193.7%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
794,055
shares
|
$21.5 Million
1.67% of portfolio
|
Q4 2024
Added 193.5%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
773,436
shares
|
$21 Million
2.04% of portfolio
|
Q4 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
737,026
shares
|
$20 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
730,712
shares
|
$19.8 Million
18.77% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
706,549
shares
|
$19.2 Million
0.0% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
690,921
shares
|
$18.7 Million
4.94% of portfolio
|
Q4 2024
Added 200.29%
|
|
|
Jb Global.Com LLC
New York, NY |
Jan 16, 2025 Q4 2024 |
680,734
shares
|
$18.5 Million
18.75% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
642,500
shares
|
$17.4 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
633,491
shares
|
$17.2 Million
0.01% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
589,523
shares
|
$16 Million
0.46% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
583,815
shares
|
$15.8 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
582,529
shares
|
$15.8 Million
6.88% of portfolio
|
Q4 2024
Added 193.97%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
580,354
shares
|
$15.7 Million
4.15% of portfolio
|
Q4 2024
Added 206.72%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
570,803
shares
|
$15.5 Million
0.37% of portfolio
|
Q4 2024
Added 223.66%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
555,954
shares
|
$15.1 Million
6.79% of portfolio
|
Q4 2024
Added 229.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
547,854
shares
|
$14.9 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
543,592
shares
|
$14.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
541,438
shares
|
$14.7 Million
0.4% of portfolio
|
Q4 2024
Added 193.21%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
524,112
shares
|
$14.2 Million
2.67% of portfolio
|
Q4 2024
Added 200.11%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
520,725
shares
|
$14.1 Million
4.41% of portfolio
|
Q4 2024
Added 240.64%
|