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 |
|---|---|---|---|---|---|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
9,131
shares
|
$248,728
0.07% of portfolio
|
Q3 2023
Reduced 20.67%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
9,114
shares
|
$248,265
0.11% of portfolio
|
Q4 2024
Added 200.3%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
9,024
shares
|
$245,813
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
9,006
shares
|
$245,323
0.0% of portfolio
|
Q4 2024
Added 1496.81%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
8,949
shares
|
$243,770
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
8,924
shares
|
$243,089
0.24% of portfolio
|
Q4 2023
Added 0.71%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Feb 14, 2025 Q4 2024 |
8,883
shares
|
$241,972
0.14% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
8,862
shares
|
$241,400
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
8,768
shares
|
$238,840
0.1% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
8,755
shares
|
$238,486
0.04% of portfolio
|
Q4 2020
Reduced 25.81%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
8,735
shares
|
$237,941
0.02% of portfolio
|
Q4 2024
Added 198.63%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
8,661
shares
|
$235,925
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
8,652
shares
|
$235,680
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
8,629
shares
|
$235,053
0.02% of portfolio
|
Q4 2024
Added 200.56%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
8,503
shares
|
$231,621
0.12% of portfolio
|
Q4 2024
Added 199.93%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
8,460
shares
|
$230,450
0.12% of portfolio
|
Q4 2024
Added 127.42%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
8,413
shares
|
$229,170
0.03% of portfolio
|
Q4 2024
Added 201.76%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
8,413
shares
|
$229,170
0.03% of portfolio
|
Q4 2024
Added 201.43%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
8,386
shares
|
$228,434
0.0% of portfolio
|
Q4 2024
Added 202.09%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
8,348
shares
|
$227,399
0.01% of portfolio
|
Q4 2024
Added 199.86%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
8,288
shares
|
$225,765
0.06% of portfolio
|
Q3 2022
Added 0.67%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
8,275
shares
|
$225,411
0.02% of portfolio
|
Q4 2024
Added 199.93%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
8,274
shares
|
$225,383
0.2% of portfolio
|
Q4 2024
Added 201.64%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
8,273
shares
|
$225,356
0.17% of portfolio
|
Q4 2024
Added 199.1%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
8,271
shares
|
$225,302
0.05% of portfolio
|
Q4 2024
Added 200.0%
|