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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
1,645,580
shares
|
$44.8 Million
0.28% of portfolio
|
Q4 2024
Added 349.62%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
1,630,893
shares
|
$44.4 Million
10.3% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
1,613,829
shares
|
$44 Million
13.62% of portfolio
|
Q4 2024
Added 198.79%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,518,690
shares
|
$41.4 Million
0.48% of portfolio
|
Q4 2024
Added 177.21%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,491,069
shares
|
$40.6 Million
0.01% of portfolio
|
Q4 2024
Added 231.51%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
1,430,875
shares
|
$39 Million
4.62% of portfolio
|
Q4 2024
Added 219.87%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
1,404,756
shares
|
$38.3 Million
8.41% of portfolio
|
Q4 2024
Added 208.93%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
1,357,798
shares
|
$37 Million
1.79% of portfolio
|
Q4 2024
Added 215.39%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
1,278,176
shares
|
$34.8 Million
11.12% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
1,254,574
shares
|
$34.2 Million
16.89% of portfolio
|
Q4 2024
Added 208.88%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
1,197,455
shares
|
$32.6 Million
2.9% of portfolio
|
Q4 2024
Added 211.6%
|
|
|
Northern Capital Management, Inc.
|
Feb 10, 2025 Q4 2024 |
1,196,755
shares
|
$32.6 Million
19.13% of portfolio
|
Q4 2024
Added 200.65%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Feb 12, 2025 Q4 2024 |
1,187,620
shares
|
$32.4 Million
18.38% of portfolio
|
Q4 2024
Added 204.62%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
1,173,281
shares
|
$32 Million
2.75% of portfolio
|
Q4 2024
Added 189.62%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
1,163,809
shares
|
$31.7 Million
9.38% of portfolio
|
Q4 2024
Added 202.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,159,773
shares
|
$31.6 Million
0.07% of portfolio
|
Q4 2024
Added 185.66%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
1,150,931
shares
|
$31.4 Million
4.5% of portfolio
|
Q4 2024
Added 232.97%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
1,127,768
shares
|
$30.7 Million
0.06% of portfolio
|
Q4 2024
Added 177.81%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
1,127,228
shares
|
$30.7 Million
4.16% of portfolio
|
Q4 2024
Added 201.45%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,058,286
shares
|
$28.8 Million
0.04% of portfolio
|
Q4 2024
Added 220.29%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
1,038,132
shares
|
$28.3 Million
10.35% of portfolio
|
Q4 2024
Added 262.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,031,691
shares
|
$28.1 Million
0.01% of portfolio
|
Q4 2024
Added 198.9%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
1,031,057
shares
|
$28.1 Million
1.07% of portfolio
|
Q4 2024
Added 174.25%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
1,024,087
shares
|
$27.9 Million
2.97% of portfolio
|
Q4 2024
Added 271.45%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
1,002,696
shares
|
$27.3 Million
7.99% of portfolio
|
Q4 2024
Added 200.47%
|