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 |
|---|---|---|---|---|---|
|
Investments & Financial Planning, LLC
Lexington, KY |
Jan 27, 2025 Q4 2024 |
10,180
shares
|
$277,303
0.16% of portfolio
|
Q4 2024
Added 198.8%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
10,166
shares
|
$276,921
0.23% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
10,158
shares
|
$276,703
0.01% of portfolio
|
Q4 2024
Added 203.22%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
10,124
shares
|
$275,777
0.11% of portfolio
|
Q4 2024
Added 200.15%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
10,109
shares
|
$275,369
0.02% of portfolio
|
Q4 2024
Added 241.4%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
10,004
shares
|
$272,508
0.04% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
9,996
shares
|
$272,291
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
9,992
shares
|
$272,182
0.18% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
9,959
shares
|
$271,283
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
9,807
shares
|
$267,142
0.11% of portfolio
|
Q4 2024
Added 195.39%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
9,768
shares
|
$266,080
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
9,747
shares
|
$265,508
0.03% of portfolio
|
Q4 2024
Added 200.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
9,677
shares
|
$263,601
0.01% of portfolio
|
Q4 2024
Added 178.88%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
9,570
shares
|
$260,686
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
9,477
shares
|
$258,153
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
9,473
shares
|
$258,044
0.05% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
9,363
shares
|
$255,048
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
9,355
shares
|
$254,830
0.01% of portfolio
|
Q4 2024
Added 194.09%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
9,338
shares
|
$254,367
0.11% of portfolio
|
Q4 2024
Added 395.12%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
9,311
shares
|
$253,631
0.01% of portfolio
|
Q4 2024
Added 168.25%
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
9,246
shares
|
$251,861
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rba Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
9,240
shares
|
$251,697
0.09% of portfolio
|
Q4 2024
Added 177.39%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
9,155
shares
|
$249,382
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
9,146
shares
|
$249,137
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
9,134
shares
|
$248,810
0.01% of portfolio
|
Q4 2024
Added 125.81%
|