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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
999,509
shares
|
$27.2 Million
0.09% of portfolio
|
Q4 2024
Added 250.24%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
966,941
shares
|
$26.3 Million
0.28% of portfolio
|
Q4 2024
Added 193.4%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
965,484
shares
|
$26.3 Million
0.19% of portfolio
|
Q4 2024
Added 199.74%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
961,795
shares
|
$26.2 Million
1.19% of portfolio
|
Q4 2024
Added 207.22%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
923,003
shares
|
$25.1 Million
2.27% of portfolio
|
Q4 2024
Added 201.01%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
910,701
shares
|
$24.8 Million
0.35% of portfolio
|
Q4 2024
Added 193.64%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
893,666
shares
|
$24.3 Million
0.45% of portfolio
|
Q4 2024
Added 193.7%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
839,516
shares
|
$22.9 Million
3.67% of portfolio
|
Q4 2024
Added 233.56%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
807,405
shares
|
$22 Million
0.0% of portfolio
|
Q4 2024
Added 20361.35%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
794,055
shares
|
$21.6 Million
1.67% of portfolio
|
Q4 2024
Added 193.5%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
773,436
shares
|
$21.1 Million
2.04% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
753,220
shares
|
$20.5 Million
0.02% of portfolio
|
Q4 2024
Added 195.66%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
744,077
shares
|
$20.3 Million
0.11% of portfolio
|
Q4 2024
Added 168.16%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
741,043
shares
|
$20.2 Million
1.67% of portfolio
|
Q4 2024
Added 230.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
735,459
shares
|
$20 Million
0.02% of portfolio
|
Q4 2024
Added 170.43%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
730,712
shares
|
$19.9 Million
18.77% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
725,097
shares
|
$19.8 Million
0.0% of portfolio
|
Q4 2024
Added 248.39%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
716,327
shares
|
$19.5 Million
0.04% of portfolio
|
Q4 2024
Added 166.02%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
690,921
shares
|
$18.8 Million
4.94% of portfolio
|
Q4 2024
Added 200.29%
|
|
|
Jb Global.Com LLC
New York, NY |
Jan 16, 2025 Q4 2024 |
680,734
shares
|
$18.5 Million
18.75% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
675,339
shares
|
$18.4 Million
0.06% of portfolio
|
Q4 2024
Added 219.35%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
674,546
shares
|
$18.4 Million
0.05% of portfolio
|
Q4 2024
Added 175.14%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
608,109
shares
|
$16.6 Million
6.2% of portfolio
|
Q4 2024
Added 197.35%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
591,016
shares
|
$16.1 Million
6.02% of portfolio
|
Q4 2024
Added 156.22%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
589,523
shares
|
$16.1 Million
0.46% of portfolio
|
Q4 2024
Added 2.37%
|