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 |
|---|---|---|---|---|---|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
434
shares
|
$11,765
0.01% of portfolio
|
Q4 2024
Added 231.3%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
425
shares
|
$11,521
0.02% of portfolio
|
Q1 2020
Reduced 37.68%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
411
shares
|
$11,142
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
408
shares
|
$11,060
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
400
shares
|
$10,844
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
399
shares
|
$10,816
0.01% of portfolio
|
Q1 2024
Added 39800.0%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
390
shares
|
$10,572
0.01% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
387
shares
|
$10,491
0.01% of portfolio
|
Q3 2024
Reduced 50.13%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
374
shares
|
$10,139
0.03% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
354
shares
|
$9,596
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
351
shares
|
$9,515
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
348
shares
|
$9,434
0.0% of portfolio
|
Q2 2024
Reduced 67.66%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
347
shares
|
$9,407
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
333
shares
|
$9,027
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
332
shares
|
$9,000
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
331
shares
|
$8,973
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
322
shares
|
$8,729
0.0% of portfolio
|
Q4 2024
Added 200.93%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
298
shares
|
$8,078
0.01% of portfolio
|
Q2 2024
Reduced 9.97%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
293
shares
|
$7,943
0.02% of portfolio
|
Q3 2024
Reduced 90.02%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
290
shares
|
$7,861
0.0% of portfolio
|
Q4 2024
Added 835.48%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
282
shares
|
$7,645
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
261
shares
|
$7,075
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
260
shares
|
$7,048
0.02% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
225
shares
|
$6,099
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
220
shares
|
$5,964
0.0% of portfolio
|
Q1 2023
Reduced 16.35%
|