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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
47,097
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Added 286.87%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
46,881
shares
|
$1.28 Million
0.05% of portfolio
|
Q4 2024
Added 235.54%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
46,345
shares
|
$1.26 Million
0.12% of portfolio
|
Q4 2024
Added 225.09%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
46,050
shares
|
$1.25 Million
0.97% of portfolio
|
Q4 2024
Added 193.97%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
45,699
shares
|
$1.24 Million
0.68% of portfolio
|
Q4 2024
Added 189.67%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
45,025
shares
|
$1.23 Million
0.03% of portfolio
|
Q4 2024
Added 171.58%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
44,725
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2024
Added 207.98%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
44,711
shares
|
$1.22 Million
2.53% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
44,515
shares
|
$1.21 Million
0.38% of portfolio
|
Q4 2024
Added 189.4%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
44,400
shares
|
$1.21 Million
0.1% of portfolio
|
Q4 2024
Added 197.65%
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
43,769
shares
|
$1.19 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
43,433
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Added 954.2%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
43,062
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Added 196.96%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
43,001
shares
|
$1.17 Million
0.32% of portfolio
|
Q4 2024
Added 213.08%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
42,818
shares
|
$1.17 Million
0.39% of portfolio
|
Q4 2024
Added 202.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
42,474
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
42,217
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Added 251.6%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
42,104
shares
|
$1.15 Million
0.12% of portfolio
|
Q4 2024
Added 200.89%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
42,028
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Added 246.62%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
41,959
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2023
Reduced 0.21%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
41,952
shares
|
$1.14 Million
0.33% of portfolio
|
Q4 2024
Added 200.02%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
41,866
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Added 678.76%
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
41,823
shares
|
$1.14 Million
0.34% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,762
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
41,418
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Added 200.33%
|