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 |
|---|---|---|---|---|---|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
13,656
shares
|
$371,989
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
13,597
shares
|
$370,382
0.13% of portfolio
|
Q3 2024
Added 25.26%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
13,571
shares
|
$369,674
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
13,517
shares
|
$368,203
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
13,503
shares
|
$367,821
0.07% of portfolio
|
Q4 2024
Added 208.85%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
13,502
shares
|
$367,794
0.05% of portfolio
|
Q4 2024
Added 189.12%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
13,456
shares
|
$366,541
0.01% of portfolio
|
Q4 2024
Added 200.22%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
13,446
shares
|
$366,269
0.01% of portfolio
|
Q4 2024
Added 282.64%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
13,426
shares
|
$365,724
0.03% of portfolio
|
Q4 2024
Added 186.64%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
13,419
shares
|
$365,533
0.01% of portfolio
|
Q4 2024
Added 324.92%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
13,345
shares
|
$363,517
0.0% of portfolio
|
Q4 2024
Added 124.74%
|
|
|
Tenret CO LLC
|
Feb 04, 2025 Q4 2024 |
13,341
shares
|
$363,408
0.22% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
13,277
shares
|
$361,665
0.11% of portfolio
|
Q1 2023
Reduced 66.66%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
13,179
shares
|
$358,995
0.06% of portfolio
|
Q4 2024
Added 206.77%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
13,159
shares
|
$358,451
0.03% of portfolio
|
Q4 2024
Added 400.72%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
13,109
shares
|
$357,089
0.54% of portfolio
|
Q2 2022
Added 11.83%
|
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
13,074
shares
|
$356,135
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mayport, LLC
|
Feb 06, 2025 Q4 2024 |
13,026
shares
|
$354,828
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Feb 06, 2025 Q4 2024 |
12,859
shares
|
$350,279
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
12,816
shares
|
$349,107
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
12,759
shares
|
$347,555
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
12,665
shares
|
$344,994
0.0% of portfolio
|
Q4 2024
Added 237.19%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jan 28, 2025 Q4 2024 |
12,660
shares
|
$344,858
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,643
shares
|
$344,395
0.07% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
12,630
shares
|
$344,041
0.19% of portfolio
|
Q4 2024
New holding
|