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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
245,912
shares
|
$6.67 Million
0.3% of portfolio
|
Q4 2024
Added 193.09%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
245,164
shares
|
$6.65 Million
0.06% of portfolio
|
Q3 2024
Added 128.1%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
243,491
shares
|
$6.6 Million
0.66% of portfolio
|
Q4 2024
Added 174.4%
|
|
|
Gunma Bank,Ltd.
|
Jan 28, 2025 Q4 2024 |
240,000
shares
|
$6.51 Million
2.07% of portfolio
|
Q4 2024
Added 233.33%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
232,530
shares
|
$6.3 Million
2.49% of portfolio
|
Q4 2024
Added 165.39%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
230,667
shares
|
$6.25 Million
7.1% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
224,509
shares
|
$6.09 Million
1.6% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
220,745
shares
|
$5.98 Million
1.61% of portfolio
|
Q4 2024
Added 198.6%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
217,084
shares
|
$5.89 Million
0.56% of portfolio
|
Q3 2024
Added 1175.46%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
215,745
shares
|
$5.85 Million
0.21% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
211,470
shares
|
$5.73 Million
0.06% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
208,127
shares
|
$5.64 Million
0.0% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
206,775
shares
|
$5.61 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
206,305
shares
|
$5.59 Million
1.09% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
204,510
shares
|
$5.54 Million
6.66% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
195,043
shares
|
$5.29 Million
3.31% of portfolio
|
Q4 2024
Added 201.07%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
190,094
shares
|
$5.15 Million
3.24% of portfolio
|
Q4 2023
Added 6.04%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
183,170
shares
|
$4.97 Million
0.5% of portfolio
|
Q4 2024
Added 258.98%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
181,195
shares
|
$4.91 Million
4.34% of portfolio
|
Q4 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
179,793
shares
|
$4.87 Million
2.74% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
179,101
shares
|
$4.86 Million
1.21% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
178,639
shares
|
$4.84 Million
1.71% of portfolio
|
Q4 2024
Added 242.23%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
176,592
shares
|
$4.79 Million
1.75% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
174,010
shares
|
$4.72 Million
0.5% of portfolio
|
Q4 2024
Added 188.9%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
167,970
shares
|
$4.55 Million
5.63% of portfolio
|
Q3 2024
Reduced 2.69%
|