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 |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
167,412
shares
|
$4.36 Million
0.1% of portfolio
|
Q4 2024
Added 214.13%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
165,616
shares
|
$4.32 Million
0.74% of portfolio
|
Q4 2024
Added 196.07%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
163,447
shares
|
$4.26 Million
0.21% of portfolio
|
Q4 2024
Added 189.33%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
161,925
shares
|
$4.22 Million
0.02% of portfolio
|
Q4 2024
Added 520.43%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
155,295
shares
|
$4.05 Million
3.71% of portfolio
|
Q4 2024
New holding
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
155,285
shares
|
$4.05 Million
2.15% of portfolio
|
Q4 2024
Added 199.67%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
154,158
shares
|
$4.02 Million
0.05% of portfolio
|
Q4 2024
Added 516.85%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
153,119
shares
|
$3.99 Million
0.75% of portfolio
|
Q4 2024
Added 195.25%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
152,339
shares
|
$3.97 Million
0.83% of portfolio
|
Q4 2024
Added 197.28%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
150,895
shares
|
$3.93 Million
0.57% of portfolio
|
Q4 2024
Added 1187.72%
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
150,084
shares
|
$3.91 Million
2.48% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
148,924
shares
|
$3.88 Million
0.03% of portfolio
|
Q4 2024
Added 186.09%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Feb 14, 2025 Q4 2024 |
148,145
shares
|
$3.86 Million
0.97% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
145,024
shares
|
$3.78 Million
1.4% of portfolio
|
Q4 2024
Added 236.27%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
144,625
shares
|
$3.77 Million
0.75% of portfolio
|
Q4 2024
Added 195.0%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
144,619
shares
|
$3.77 Million
0.04% of portfolio
|
Q4 2024
Added 184.01%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
142,031
shares
|
$3.7 Million
0.06% of portfolio
|
Q4 2024
Added 282.06%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
141,876
shares
|
$3.7 Million
0.39% of portfolio
|
Q4 2024
Added 202.71%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
141,581
shares
|
$3.69 Million
0.66% of portfolio
|
Q4 2024
Added 217.62%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
141,005
shares
|
$3.67 Million
0.36% of portfolio
|
Q4 2024
Added 205.2%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
140,952
shares
|
$3.67 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
134,270
shares
|
$3.5 Million
1.2% of portfolio
|
Q4 2024
Added 245.18%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
133,790
shares
|
$3.49 Million
0.17% of portfolio
|
Q4 2024
Added 195.34%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
131,395
shares
|
$3.42 Million
1.55% of portfolio
|
Q4 2024
Added 207.92%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
130,596
shares
|
$3.4 Million
0.81% of portfolio
|
Q4 2024
Added 441.31%
|