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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
915
shares
|
$24,924
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
900
shares
|
$24,516
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
895
shares
|
$24,379
0.01% of portfolio
|
Q4 2024
Added 200.34%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
881
shares
|
$23,998
0.02% of portfolio
|
Q4 2024
Added 200.68%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
876
shares
|
$23,862
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
828
shares
|
$22,554
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
798
shares
|
$21,737
0.0% of portfolio
|
Q4 2024
Reduced 24.5%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
771
shares
|
$21,002
0.02% of portfolio
|
Q3 2024
Reduced 11.48%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
704
shares
|
$19,176
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
660
shares
|
$17,978
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
636
shares
|
$17,324
0.0% of portfolio
|
Q4 2024
Reduced 27.15%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
615
shares
|
$16,752
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
612
shares
|
$16,670
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
603
shares
|
$16,425
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
576
shares
|
$15,690
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
558
shares
|
$15,199
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
554
shares
|
$15,090
0.0% of portfolio
|
Q4 2024
Reduced 61.42%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
540
shares
|
$14,709
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
534
shares
|
$14,546
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
531
shares
|
$14,464
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
483
shares
|
$13,156
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
462
shares
|
$12,584
0.0% of portfolio
|
Q1 2023
Added 6.7%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
450
shares
|
$12,258
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
450
shares
|
$12,258
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
435
shares
|
$11,849
0.01% of portfolio
|
Q4 2024
New holding
|