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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
88,288
shares
|
$2.4 Million
0.08% of portfolio
|
Q4 2024
Added 58.62%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
88,054
shares
|
$2.4 Million
0.75% of portfolio
|
Q4 2024
Added 201.3%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
87,577
shares
|
$2.39 Million
0.04% of portfolio
|
Q4 2024
Added 198.99%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
86,935
shares
|
$2.37 Million
0.27% of portfolio
|
Q4 2024
Added 200.1%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
86,437
shares
|
$2.35 Million
0.63% of portfolio
|
Q4 2024
Added 202.08%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
85,685
shares
|
$2.33 Million
0.18% of portfolio
|
Q4 2024
Added 164.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
84,726
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
84,191
shares
|
$2.29 Million
0.01% of portfolio
|
Q4 2024
Added 222.58%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
83,590
shares
|
$2.28 Million
0.03% of portfolio
|
Q4 2024
Added 201.48%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
82,613
shares
|
$2.25 Million
0.02% of portfolio
|
Q4 2024
Added 442.97%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
82,554
shares
|
$2.25 Million
0.18% of portfolio
|
Q4 2024
Added 200.54%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
80,814
shares
|
$2.2 Million
0.4% of portfolio
|
Q4 2024
Added 198.31%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
80,419
shares
|
$2.19 Million
1.7% of portfolio
|
Q4 2024
Added 193.93%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
79,689
shares
|
$2.17 Million
0.64% of portfolio
|
Q4 2024
Added 196.23%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
79,075
shares
|
$2.15 Million
0.44% of portfolio
|
Q4 2024
Added 204.83%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
76,487
shares
|
$2.08 Million
0.12% of portfolio
|
Q4 2024
Added 234.75%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
76,437
shares
|
$2.08 Million
0.09% of portfolio
|
Q4 2024
Added 216.81%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
76,397
shares
|
$2.08 Million
0.19% of portfolio
|
Q4 2024
Added 204.56%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
75,829
shares
|
$2.07 Million
0.06% of portfolio
|
Q4 2024
Added 208.52%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
75,616
shares
|
$2.06 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
75,266
shares
|
$2.05 Million
0.37% of portfolio
|
Q4 2024
Added 183.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
73,903
shares
|
$2.01 Million
0.0% of portfolio
|
Q4 2024
Added 894.12%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
73,444
shares
|
$2 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
72,939
shares
|
$1.99 Million
0.11% of portfolio
|
Q4 2024
Added 196.26%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
71,187
shares
|
$1.94 Million
0.69% of portfolio
|
Q4 2024
Added 193.57%
|