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 |
|---|---|---|---|---|---|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
3,000
shares
|
$81,720
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$81,720
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
2,830
shares
|
$77,089
0.02% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
2,806
shares
|
$76,435
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,776
shares
|
$75,618
0.02% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
2,769
shares
|
$75,427
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
2,758
shares
|
$75,127
0.02% of portfolio
|
Q4 2024
Added 201.75%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
2,733
shares
|
$74,446
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
2,677
shares
|
$72,921
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,544
shares
|
$69,298
0.01% of portfolio
|
Q3 2024
Reduced 38.28%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
2,478
shares
|
$67,500
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
2,418
shares
|
$65,866
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,373
shares
|
$64,640
0.13% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
2,350
shares
|
$64,013
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
2,244
shares
|
$61,126
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
2,208
shares
|
$60,145
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
2,090
shares
|
$56,931
0.01% of portfolio
|
Q4 2024
Added 209.63%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,040
shares
|
$55,569
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
1,989
shares
|
$54,180
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,793
shares
|
$48,841
0.01% of portfolio
|
Q4 2024
Added 201.34%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
1,767
shares
|
$48,133
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
1,739
shares
|
$47,370
0.02% of portfolio
|
Q4 2024
Added 255.62%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
1,680
shares
|
$45,763
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
1,646
shares
|
$44,837
0.02% of portfolio
|
Q4 2024
Added 202.02%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,569
shares
|
$42,739
0.01% of portfolio
|
Q4 2024
Added 200.0%
|