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 |
|---|---|---|---|---|---|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jan 28, 2025 Q4 2024 |
12,660
shares
|
$327,894
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,643
shares
|
$327,453
0.07% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
12,630
shares
|
$327,117
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
12,619
shares
|
$326,832
0.01% of portfolio
|
Q4 2024
Added 293.12%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
12,481
shares
|
$323,257
0.0% of portfolio
|
Q4 2024
Added 359.03%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
12,405
shares
|
$321,289
0.06% of portfolio
|
Q4 2024
Added 252.21%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,403
shares
|
$321,237
0.33% of portfolio
|
Q1 2023
Added 0.14%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
12,366
shares
|
$320,279
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
12,358
shares
|
$320,072
0.03% of portfolio
|
Q4 2024
Added 190.84%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
12,339
shares
|
$319,580
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
12,281
shares
|
$318,077
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
12,258
shares
|
$317,482
0.07% of portfolio
|
Q4 2024
Added 197.6%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
12,247
shares
|
$317,197
0.01% of portfolio
|
Q4 2023
Added 91.54%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
12,239
shares
|
$316,990
0.0% of portfolio
|
Q4 2024
Added 200.79%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
12,161
shares
|
$314,969
0.01% of portfolio
|
Q4 2024
Added 175.45%
|
|
|
Allied Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
12,153
shares
|
$314,762
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
12,152
shares
|
$314,736
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
12,114
shares
|
$313,752
0.22% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
11,980
shares
|
$310,282
0.38% of portfolio
|
Q4 2024
Added 189.93%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,934
shares
|
$309,090
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
11,886
shares
|
$307,847
0.0% of portfolio
|
Q4 2024
Added 191.47%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
11,861
shares
|
$307,199
0.14% of portfolio
|
Q4 2024
Added 216.12%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
11,811
shares
|
$305,904
0.03% of portfolio
|
Q4 2024
Added 210.0%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
11,809
shares
|
$305,853
0.07% of portfolio
|
Q4 2024
Added 214.49%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
11,730
shares
|
$303,807
0.0% of portfolio
|
Q4 2024
Added 168.24%
|