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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
69,872
shares
|
$1.9 Million
0.05% of portfolio
|
Q4 2024
Added 214.27%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
68,807
shares
|
$1.87 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
68,640
shares
|
$1.87 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
68,468
shares
|
$1.87 Million
0.42% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
68,441
shares
|
$1.86 Million
0.14% of portfolio
|
Q4 2024
Added 101.3%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
68,090
shares
|
$1.85 Million
0.26% of portfolio
|
Q4 2024
Added 185.03%
|
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
67,875
shares
|
$1.85 Million
0.24% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
67,339
shares
|
$1.83 Million
1.08% of portfolio
|
Q4 2024
Added 222.83%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
66,904
shares
|
$1.82 Million
0.19% of portfolio
|
Q4 2024
Added 199.23%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
65,139
shares
|
$1.77 Million
0.04% of portfolio
|
Q4 2024
Added 159.25%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
64,157
shares
|
$1.75 Million
0.44% of portfolio
|
Q4 2024
Added 208.64%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
62,732
shares
|
$1.71 Million
0.51% of portfolio
|
Q4 2023
Added 1.46%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
62,419
shares
|
$1.7 Million
1.14% of portfolio
|
Q4 2024
Added 200.66%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 05, 2025 Q4 2024 |
62,397
shares
|
$1.7 Million
0.69% of portfolio
|
Q3 2024
Added 106.58%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
61,685
shares
|
$1.68 Million
0.04% of portfolio
|
Q4 2024
Added 293.5%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
61,553
shares
|
$1.68 Million
0.01% of portfolio
|
Q4 2024
Added 1290.09%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
60,904
shares
|
$1.66 Million
0.09% of portfolio
|
Q4 2024
Added 198.33%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
60,836
shares
|
$1.66 Million
0.04% of portfolio
|
Q4 2024
Added 212.04%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
60,815
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
Added 136.22%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
60,223
shares
|
$1.64 Million
0.03% of portfolio
|
Q4 2024
Added 167.99%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
60,042
shares
|
$1.64 Million
2.9% of portfolio
|
Q1 2023
Reduced 2.82%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
59,955
shares
|
$1.63 Million
0.05% of portfolio
|
Q4 2024
Added 196.51%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
59,540
shares
|
$1.62 Million
0.0% of portfolio
|
Q4 2024
Added 188.54%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
58,899
shares
|
$1.6 Million
0.32% of portfolio
|
Q4 2024
Added 438.97%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
58,720
shares
|
$1.6 Million
0.08% of portfolio
|
Q4 2024
Added 2.38%
|