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 |
|---|---|---|---|---|---|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
434
shares
|
$11,822
0.01% of portfolio
|
Q4 2024
Added 231.3%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
412
shares
|
$11,222
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
408
shares
|
$11,113
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
374
shares
|
$10,187
0.03% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
354
shares
|
$9,642
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
351
shares
|
$9,561
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
333
shares
|
$9,070
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
322
shares
|
$8,771
0.0% of portfolio
|
Q4 2024
Added 200.93%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
300
shares
|
$8,171
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
290
shares
|
$7,899
0.0% of portfolio
|
Q4 2024
Added 835.48%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
282
shares
|
$7,681
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
273
shares
|
$7,436
0.0% of portfolio
|
Q4 2024
Reduced 87.61%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
261
shares
|
$7,109
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
225
shares
|
$6,129
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
222
shares
|
$6,047
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
211
shares
|
$5,747
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
210
shares
|
$5,720
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
201
shares
|
$5,475
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
198
shares
|
$5,393
0.0% of portfolio
|
Q2 2022
Added 0.51%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
195
shares
|
$5,311
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
194
shares
|
$5,284
0.0% of portfolio
|
Q4 2024
Added 203.13%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
194
shares
|
$5,284
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
194
shares
|
$5,284
0.01% of portfolio
|
Q2 2024
Reduced 95.64%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
186
shares
|
$5,066
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
184
shares
|
$5,012
0.01% of portfolio
|
Q1 2024
Added 0.55%
|