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 |
|---|---|---|---|---|---|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
586,310
shares
|
$16 Million
2.3% of portfolio
|
Q4 2024
Added 226.1%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
582,529
shares
|
$15.9 Million
6.88% of portfolio
|
Q4 2024
Added 193.97%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
580,354
shares
|
$15.8 Million
4.15% of portfolio
|
Q4 2024
Added 206.72%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
570,803
shares
|
$15.5 Million
0.37% of portfolio
|
Q4 2024
Added 223.66%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
555,954
shares
|
$15.1 Million
6.79% of portfolio
|
Q4 2024
Added 229.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
552,791
shares
|
$15.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
549,971
shares
|
$15 Million
10.21% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
546,256
shares
|
$14.9 Million
0.04% of portfolio
|
Q4 2024
Added 73.94%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
541,438
shares
|
$14.7 Million
0.4% of portfolio
|
Q4 2024
Added 193.21%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
530,221
shares
|
$14.4 Million
1.66% of portfolio
|
Q4 2024
Added 200.25%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
524,112
shares
|
$14.3 Million
2.67% of portfolio
|
Q4 2024
Added 200.11%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
520,725
shares
|
$14.2 Million
4.41% of portfolio
|
Q4 2024
Added 240.64%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
504,000
shares
|
$13.7 Million
2.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Goepper Burkhardt LLC
|
Feb 12, 2025 Q4 2024 |
482,033
shares
|
$13.1 Million
5.15% of portfolio
|
Q4 2024
Added 186.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
478,622
shares
|
$13 Million
0.04% of portfolio
|
Q4 2024
Added 247.82%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
473,570
shares
|
$12.9 Million
4.55% of portfolio
|
Q4 2024
Added 196.24%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
450,607
shares
|
$12.3 Million
0.56% of portfolio
|
Q4 2024
Added 200.78%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
416,113
shares
|
$11.3 Million
5.8% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
412,485
shares
|
$11.2 Million
0.16% of portfolio
|
Q4 2024
Added 205.65%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
401,608
shares
|
$10.9 Million
0.29% of portfolio
|
Q4 2024
Added 190.2%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
399,628
shares
|
$10.9 Million
2.74% of portfolio
|
Q4 2024
Added 197.64%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
387,915
shares
|
$10.6 Million
3.9% of portfolio
|
Q4 2024
Added 206.13%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
372,410
shares
|
$10.1 Million
1.69% of portfolio
|
Q4 2024
Added 204.3%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
356,691
shares
|
$9.72 Million
2.71% of portfolio
|
Q4 2024
Added 278.93%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
348,605
shares
|
$9.5 Million
1.32% of portfolio
|
Q4 2024
Added 210.77%
|