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 |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
169
shares
|
$4,603
0.0% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
155
shares
|
$4,222
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
153
shares
|
$4,167
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
135
shares
|
$3,677
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
135
shares
|
$3,677
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
122
shares
|
$3,323
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
114
shares
|
$3,105
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
111
shares
|
$3,023
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
111
shares
|
$3,023
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
108
shares
|
$2,941
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
99
shares
|
$2,696
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
93
shares
|
$2,533
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
93
shares
|
$2,533
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
87
shares
|
$2,369
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
78
shares
|
$2,124
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
78
shares
|
$2,124
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
60
shares
|
$1,634
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
54
shares
|
$1,470
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
45
shares
|
$1,225
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
36
shares
|
$980
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
30
shares
|
$817
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
25
shares
|
$681
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
18
shares
|
$490
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
15
shares
|
$408
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
15
shares
|
$408
0.0% of portfolio
|
Q4 2024
Added 200.0%
|