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 |
|---|---|---|---|---|---|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
210
shares
|
$5,693
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
205
shares
|
$5,557
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
201
shares
|
$5,449
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
198
shares
|
$5,367
0.0% of portfolio
|
Q2 2022
Added 0.51%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
195
shares
|
$5,286
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
194
shares
|
$5,259
0.01% of portfolio
|
Q2 2024
Reduced 95.64%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
184
shares
|
$4,988
0.01% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
180
shares
|
$4,879
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
177
shares
|
$4,798
0.0% of portfolio
|
Q2 2024
Reduced 70.6%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
169
shares
|
$4,581
0.0% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
161
shares
|
$4,364
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
135
shares
|
$3,659
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
135
shares
|
$3,659
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
125
shares
|
$3,388
0.0% of portfolio
|
Q3 2023
Added 25.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
122
shares
|
$3,307
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
114
shares
|
$3,090
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
100
shares
|
$2,711
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
99
shares
|
$2,683
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
93
shares
|
$2,521
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
93
shares
|
$2,521
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
88
shares
|
$2,385
0.0% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
87
shares
|
$2,358
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
77
shares
|
$2,087
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
67
shares
|
$1,816
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
64
shares
|
$1,735
0.0% of portfolio
|
Q1 2024
Reduced 82.37%
|