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 |
|---|---|---|---|---|---|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
57,470
shares
|
$1.57 Million
0.12% of portfolio
|
Q4 2024
Added 192.47%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
56,717
shares
|
$1.54 Million
0.05% of portfolio
|
Q3 2023
Reduced 3.03%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
56,340
shares
|
$1.53 Million
0.69% of portfolio
|
Q4 2024
Added 223.79%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
56,012
shares
|
$1.53 Million
0.12% of portfolio
|
Q4 2024
Added 159.27%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
54,889
shares
|
$1.5 Million
0.12% of portfolio
|
Q4 2024
Added 196.18%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
53,978
shares
|
$1.47 Million
0.04% of portfolio
|
Q4 2024
Reduced 75.13%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
53,784
shares
|
$1.47 Million
0.2% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
53,367
shares
|
$1.45 Million
0.41% of portfolio
|
Q4 2024
Added 293.16%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
52,559
shares
|
$1.43 Million
0.05% of portfolio
|
Q4 2024
Added 249.62%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
52,030
shares
|
$1.42 Million
0.12% of portfolio
|
Q4 2024
Added 208.6%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
51,401
shares
|
$1.4 Million
0.05% of portfolio
|
Q4 2024
Added 183.08%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
50,379
shares
|
$1.37 Million
0.09% of portfolio
|
Q4 2024
Added 236.17%
|
|
|
Jentner Corp
|
Feb 14, 2025 Q4 2024 |
50,346
shares
|
$1.37 Million
0.51% of portfolio
|
Q4 2024
Added 164.56%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
50,201
shares
|
$1.37 Million
0.22% of portfolio
|
Q4 2024
Added 188.86%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
50,119
shares
|
$1.37 Million
0.71% of portfolio
|
Q4 2024
Added 316.51%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
49,466
shares
|
$1.35 Million
0.98% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
49,266
shares
|
$1.34 Million
0.67% of portfolio
|
Q4 2024
Added 201.1%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
49,239
shares
|
$1.34 Million
0.08% of portfolio
|
Q4 2024
Added 212.25%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
48,845
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Added 57.3%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
48,352
shares
|
$1.32 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
48,234
shares
|
$1.31 Million
0.79% of portfolio
|
Q4 2024
Added 199.18%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
47,983
shares
|
$1.31 Million
0.41% of portfolio
|
Q4 2024
Added 201.84%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
47,593
shares
|
$1.3 Million
0.03% of portfolio
|
Q4 2024
Added 281.45%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
47,364
shares
|
$1.29 Million
0.06% of portfolio
|
Q4 2024
Added 197.2%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
47,126
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
New holding
|