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 $8.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
212,822
shares
|
$5.55 Million
0.93% of portfolio
|
Q4 2024
Added 201.86%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
209,123
shares
|
$5.45 Million
0.34% of portfolio
|
Q4 2024
Added 185.36%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
206,775
shares
|
$5.39 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
201,681
shares
|
$5.26 Million
4.54% of portfolio
|
Q4 2024
Added 161.27%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
198,053
shares
|
$5.16 Million
3.51% of portfolio
|
Q4 2024
Added 204.36%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
197,655
shares
|
$5.15 Million
1.22% of portfolio
|
Q4 2024
Added 201.9%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
195,043
shares
|
$5.08 Million
3.31% of portfolio
|
Q4 2024
Added 201.07%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
194,760
shares
|
$5.08 Million
4.27% of portfolio
|
Q4 2024
Added 232.08%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
193,949
shares
|
$5.05 Million
2.85% of portfolio
|
Q4 2024
Added 218.6%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
192,900
shares
|
$5.03 Million
0.18% of portfolio
|
Q4 2024
Added 209.26%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
190,243
shares
|
$4.96 Million
0.96% of portfolio
|
Q4 2024
Added 246.49%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
190,094
shares
|
$4.95 Million
3.24% of portfolio
|
Q4 2023
Added 6.04%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
189,019
shares
|
$4.93 Million
0.44% of portfolio
|
Q4 2024
Added 151.9%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Mar 10, 2025 Q4 2024 |
187,863
shares
|
$4.9 Million
4.2% of portfolio
|
Q4 2024
New holding
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
183,170
shares
|
$4.77 Million
0.5% of portfolio
|
Q4 2024
Added 258.98%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
182,668
shares
|
$4.76 Million
0.02% of portfolio
|
Q4 2024
Added 246.03%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
181,195
shares
|
$4.72 Million
4.34% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
180,302
shares
|
$4.7 Million
0.46% of portfolio
|
Q4 2024
Added 56.24%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
179,291
shares
|
$4.67 Million
4.7% of portfolio
|
Q4 2024
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
179,101
shares
|
$4.67 Million
1.21% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
178,639
shares
|
$4.66 Million
1.71% of portfolio
|
Q4 2024
Added 242.23%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
175,658
shares
|
$4.58 Million
0.64% of portfolio
|
Q4 2024
Added 195.86%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
174,473
shares
|
$4.55 Million
0.24% of portfolio
|
Q4 2024
Added 194.67%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
174,010
shares
|
$4.53 Million
0.5% of portfolio
|
Q4 2024
Added 188.9%
|
|
|
Leeward Financial Partners, LLC
|
Feb 12, 2025 Q4 2024 |
169,609
shares
|
$4.42 Million
1.6% of portfolio
|
Q4 2024
Added 205.83%
|