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 855 institutions that hold shares in the stock, with a total of 199 Million shares, which have been reported (via 13F filing form) to have a value of $5.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
356,691
shares
|
$9.67 Million
2.71% of portfolio
|
Q4 2024
Added 278.93%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
348,605
shares
|
$9.45 Million
1.32% of portfolio
|
Q4 2024
Added 210.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
345,167
shares
|
$9.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
343,050
shares
|
$9.3 Million
2.42% of portfolio
|
Q4 2024
Added 198.05%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
337,175
shares
|
$9.14 Million
1.99% of portfolio
|
Q4 2024
Added 199.12%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
331,742
shares
|
$8.99 Million
2.39% of portfolio
|
Q4 2024
Added 203.7%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
331,701
shares
|
$8.99 Million
2.89% of portfolio
|
Q4 2024
Added 218.38%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
330,419
shares
|
$8.95 Million
0.04% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
329,874
shares
|
$8.94 Million
0.01% of portfolio
|
Q4 2024
Added 174.96%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
329,565
shares
|
$8.93 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
322,102
shares
|
$8.73 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
320,383
shares
|
$8.68 Million
3.49% of portfolio
|
Q4 2024
Added 193.87%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
314,045
shares
|
$8.51 Million
0.06% of portfolio
|
Q3 2024
Added 132.74%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
312,648
shares
|
$8.47 Million
1.68% of portfolio
|
Q4 2024
Added 204.8%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
310,141
shares
|
$8.4 Million
0.36% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
306,635
shares
|
$8.31 Million
2.33% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
300,621
shares
|
$8.15 Million
0.93% of portfolio
|
Q4 2024
Added 226.79%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
292,678
shares
|
$7.93 Million
1.26% of portfolio
|
Q4 2024
Added 175.49%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
285,378
shares
|
$7.73 Million
0.08% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
284,010
shares
|
$7.7 Million
4.17% of portfolio
|
Q4 2024
Added 199.82%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
282,350
shares
|
$7.65 Million
1.61% of portfolio
|
Q4 2024
Added 304.11%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
281,130
shares
|
$7.62 Million
3.47% of portfolio
|
Q4 2024
Added 202.03%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
280,030
shares
|
$7.59 Million
0.46% of portfolio
|
Q3 2022
Added 181.1%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
277,858
shares
|
$7.53 Million
0.36% of portfolio
|
Q4 2024
Added 243.67%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
277,478
shares
|
$7.52 Million
0.13% of portfolio
|
Q3 2024
Reduced 17.45%
|