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 |
|---|---|---|---|---|---|
|
Seneschal Advisors, LLC
Tacoma, WA |
Feb 13, 2025 Q4 2024 |
19,833
shares
|
$513,674
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Resolute Advisors LLC
|
Feb 12, 2025 Q4 2024 |
19,585
shares
|
$507,251
0.1% of portfolio
|
Q4 2024
Added 201.82%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
19,534
shares
|
$505,930
0.04% of portfolio
|
Q4 2024
Added 206.27%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
19,533
shares
|
$505,904
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
19,530
shares
|
$505,827
0.15% of portfolio
|
Q4 2024
Added 140.55%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
19,476
shares
|
$504,428
0.07% of portfolio
|
Q4 2024
Added 132.47%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
19,195
shares
|
$497,150
0.17% of portfolio
|
Q4 2024
Added 173.08%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
19,080
shares
|
$494,172
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
19,059
shares
|
$493,628
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
19,036
shares
|
$493,032
0.4% of portfolio
|
Q2 2023
Reduced 1.0%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
19,012
shares
|
$492,410
0.12% of portfolio
|
Q4 2024
Added 230.87%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
18,937
shares
|
$490,468
0.02% of portfolio
|
Q4 2024
Added 351.63%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
18,936
shares
|
$490,442
0.08% of portfolio
|
Q4 2024
Added 3733.2%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
18,809
shares
|
$487,153
0.95% of portfolio
|
Q2 2022
Added 1.07%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
18,807
shares
|
$487,101
0.23% of portfolio
|
Q4 2024
Added 192.58%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
18,723
shares
|
$484,925
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
18,306
shares
|
$474,125
0.03% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
18,210
shares
|
$471,639
0.08% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
18,210
shares
|
$471,639
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
18,017
shares
|
$466,640
0.24% of portfolio
|
Q4 2024
Added 200.33%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
17,841
shares
|
$462,081
0.04% of portfolio
|
Q4 2024
Added 592.32%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
17,796
shares
|
$460,916
0.01% of portfolio
|
Q4 2024
Added 306.77%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
17,638
shares
|
$456,824
0.02% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
17,632
shares
|
$456,668
0.04% of portfolio
|
Q4 2024
Added 198.9%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
17,497
shares
|
$453,172
0.07% of portfolio
|
Q4 2024
Added 201.67%
|