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 |
|---|---|---|---|---|---|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
11,682
shares
|
$302,563
0.18% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
11,600
shares
|
$300,440
0.3% of portfolio
|
Q1 2023
Reduced 2.25%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
11,553
shares
|
$299,222
0.02% of portfolio
|
Q4 2024
Added 200.31%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
11,547
shares
|
$299,067
0.01% of portfolio
|
Q4 2024
Added 219.51%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
11,462
shares
|
$296,865
0.03% of portfolio
|
Q4 2024
Added 379.18%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
11,457
shares
|
$296,736
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
11,442
shares
|
$296,347
0.02% of portfolio
|
Q4 2024
Added 96.77%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
11,435
shares
|
$296,166
0.15% of portfolio
|
Q3 2023
Added 0.66%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
11,402
shares
|
$295,311
0.0% of portfolio
|
Q4 2024
Added 181.81%
|
|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
11,400
shares
|
$295,260
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
11,369
shares
|
$294,457
0.11% of portfolio
|
Q4 2024
Added 198.09%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
11,358
shares
|
$294,172
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
11,322
shares
|
$293,239
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
11,304
shares
|
$292,773
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
11,257
shares
|
$291,556
0.05% of portfolio
|
Q4 2024
Added 154.74%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
11,250
shares
|
$291,375
0.2% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
11,094
shares
|
$287,334
0.07% of portfolio
|
Q3 2024
Added 190.57%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
11,079
shares
|
$286,946
0.06% of portfolio
|
Q4 2024
Added 284.29%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
11,070
shares
|
$286,713
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
11,040
shares
|
$285,936
0.06% of portfolio
|
Q4 2024
Added 235.56%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
10,752
shares
|
$278,476
0.05% of portfolio
|
Q4 2024
Added 205.37%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
10,640
shares
|
$275,576
0.02% of portfolio
|
Q4 2024
Reduced 78.15%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
10,626
shares
|
$275,213
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
10,560
shares
|
$273,504
0.19% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
10,542
shares
|
$273,037
0.0% of portfolio
|
Q4 2024
Added 37.62%
|