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 883 institutions that hold shares in the stock, with a total of 321 Million shares, which have been reported (via 13F filing form) to have a value of $8.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schaeffer Financial LLC
|
Feb 03, 2025 Q4 2024 |
109,327
shares
|
$2.98 Million
2.84% of portfolio
|
Q4 2024
Added 196.28%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
107,520
shares
|
$2.93 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
107,003
shares
|
$2.91 Million
1.33% of portfolio
|
Q4 2024
Added 189.53%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
104,124
shares
|
$2.84 Million
0.2% of portfolio
|
Q4 2024
Added 199.57%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
101,322
shares
|
$2.76 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
101,136
shares
|
$2.75 Million
0.42% of portfolio
|
Q3 2022
Reduced 1.72%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
99,854
shares
|
$2.72 Million
2.4% of portfolio
|
Q4 2024
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
99,627
shares
|
$2.71 Million
1.26% of portfolio
|
Q4 2024
Added 203.97%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
98,945
shares
|
$2.7 Million
1.38% of portfolio
|
Q4 2024
Added 209.82%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
96,406
shares
|
$2.63 Million
0.01% of portfolio
|
Q4 2024
Added 304.35%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
95,579
shares
|
$2.6 Million
0.07% of portfolio
|
Q4 2024
Added 186.54%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
94,387
shares
|
$2.57 Million
1.77% of portfolio
|
Q4 2024
Added 197.79%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
94,098
shares
|
$2.56 Million
2.49% of portfolio
|
Q4 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
93,239
shares
|
$2.54 Million
3.99% of portfolio
|
Q2 2023
Added 93139.0%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
92,791
shares
|
$2.53 Million
0.4% of portfolio
|
Q4 2024
Added 197.14%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
92,451
shares
|
$2.52 Million
1.07% of portfolio
|
Q4 2024
Added 211.01%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
91,852
shares
|
$2.5 Million
0.02% of portfolio
|
Q4 2024
Added 107.59%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
90,623
shares
|
$2.47 Million
0.06% of portfolio
|
Q4 2024
Added 231.43%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
90,497
shares
|
$2.47 Million
0.84% of portfolio
|
Q4 2024
Added 208.55%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
90,388
shares
|
$2.46 Million
1.69% of portfolio
|
Q4 2024
Added 248.75%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
90,330
shares
|
$2.46 Million
0.81% of portfolio
|
Q4 2024
Added 176.94%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
90,319
shares
|
$2.46 Million
1.33% of portfolio
|
Q4 2024
Added 190.25%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
88,661
shares
|
$2.42 Million
0.08% of portfolio
|
Q4 2024
Added 202.32%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
88,459
shares
|
$2.41 Million
0.1% of portfolio
|
Q4 2024
Added 193.7%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
88,290
shares
|
$2.41 Million
0.06% of portfolio
|
Q4 2024
Added 200.0%
|