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 |
|---|---|---|---|---|---|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
343,050
shares
|
$9.34 Million
2.42% of portfolio
|
Q4 2024
Added 198.05%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
338,411
shares
|
$9.22 Million
4.2% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
337,175
shares
|
$9.18 Million
1.99% of portfolio
|
Q4 2024
Added 199.12%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
331,742
shares
|
$9.04 Million
2.39% of portfolio
|
Q4 2024
Added 203.7%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
331,701
shares
|
$9.04 Million
2.89% of portfolio
|
Q4 2024
Added 218.38%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
329,874
shares
|
$8.99 Million
0.01% of portfolio
|
Q4 2024
Added 174.96%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
320,383
shares
|
$8.73 Million
3.49% of portfolio
|
Q4 2024
Added 193.87%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
312,648
shares
|
$8.52 Million
1.68% of portfolio
|
Q4 2024
Added 204.8%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
300,621
shares
|
$8.19 Million
0.93% of portfolio
|
Q4 2024
Added 226.79%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
295,180
shares
|
$8.04 Million
1.68% of portfolio
|
Q4 2024
Added 172.0%
|
|
|
Bishop & CO Investment Management, LLC
|
Feb 11, 2025 Q4 2024 |
292,766
shares
|
$7.97 Million
2.91% of portfolio
|
Q4 2024
Added 211.24%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
292,678
shares
|
$7.97 Million
1.26% of portfolio
|
Q4 2024
Added 175.49%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
289,119
shares
|
$7.88 Million
0.3% of portfolio
|
Q4 2024
Added 198.2%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
284,010
shares
|
$7.74 Million
4.17% of portfolio
|
Q4 2024
Added 199.82%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
282,350
shares
|
$7.69 Million
1.61% of portfolio
|
Q4 2024
Added 304.11%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
281,130
shares
|
$7.66 Million
3.47% of portfolio
|
Q4 2024
Added 202.03%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
280,030
shares
|
$7.63 Million
0.46% of portfolio
|
Q3 2022
Added 181.1%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
279,388
shares
|
$7.61 Million
0.09% of portfolio
|
Q4 2024
Added 187.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
278,675
shares
|
$7.59 Million
0.0% of portfolio
|
Q4 2024
Added 215.33%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
277,858
shares
|
$7.57 Million
0.36% of portfolio
|
Q4 2024
Added 243.67%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
277,114
shares
|
$7.55 Million
2.32% of portfolio
|
Q4 2024
Added 320.51%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
274,510
shares
|
$7.48 Million
1.49% of portfolio
|
Q4 2022
Reduced 0.36%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
265,604
shares
|
$7.24 Million
0.07% of portfolio
|
Q4 2024
Added 167.45%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
263,883
shares
|
$7.19 Million
1.25% of portfolio
|
Q4 2024
Added 210.03%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
261,064
shares
|
$7.11 Million
2.34% of portfolio
|
Q4 2024
Added 198.8%
|