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 |
|---|---|---|---|---|---|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
260,219
shares
|
$7.09 Million
11.26% of portfolio
|
Q2 2023
New holding
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
255,050
shares
|
$6.95 Million
0.96% of portfolio
|
Q4 2024
Added 1151.84%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
254,217
shares
|
$6.92 Million
3.75% of portfolio
|
Q4 2024
Added 255.25%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
253,504
shares
|
$6.91 Million
2.95% of portfolio
|
Q4 2024
Added 179.85%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
246,219
shares
|
$6.71 Million
0.24% of portfolio
|
Q4 2024
Added 177.77%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
245,912
shares
|
$6.7 Million
0.3% of portfolio
|
Q4 2024
Added 193.09%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
244,603
shares
|
$6.66 Million
0.04% of portfolio
|
Q4 2024
Added 203.05%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
243,491
shares
|
$6.63 Million
0.66% of portfolio
|
Q4 2024
Added 174.4%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
242,096
shares
|
$6.59 Million
0.08% of portfolio
|
Q4 2024
Added 241.97%
|
|
|
Gunma Bank,Ltd.
|
Jan 28, 2025 Q4 2024 |
240,000
shares
|
$6.54 Million
2.07% of portfolio
|
Q4 2024
Added 233.33%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
238,403
shares
|
$6.49 Million
0.54% of portfolio
|
Q4 2024
Added 193.82%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
232,530
shares
|
$6.33 Million
2.49% of portfolio
|
Q4 2024
Added 165.39%
|
|
|
Friday Financial
Dubuque, IA |
Feb 11, 2025 Q4 2024 |
227,133
shares
|
$6.19 Million
4.08% of portfolio
|
Q4 2024
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
227,107
shares
|
$6.19 Million
1.65% of portfolio
|
Q4 2024
Added 231.91%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
226,853
shares
|
$6.18 Million
0.84% of portfolio
|
Q4 2024
Added 205.5%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
223,137
shares
|
$6.08 Million
2.07% of portfolio
|
Q4 2024
Added 939.39%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
221,627
shares
|
$6.04 Million
0.2% of portfolio
|
Q4 2024
Added 204.66%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
220,745
shares
|
$6.01 Million
1.61% of portfolio
|
Q4 2024
Added 198.6%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
218,865
shares
|
$5.96 Million
2.91% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
218,455
shares
|
$5.95 Million
3.73% of portfolio
|
Q4 2024
Added 200.7%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
217,169
shares
|
$5.92 Million
0.05% of portfolio
|
Q4 2024
Added 192.27%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
215,745
shares
|
$5.88 Million
0.21% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
213,204
shares
|
$5.81 Million
0.09% of portfolio
|
Q4 2024
Added 212.91%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
212,822
shares
|
$5.8 Million
0.93% of portfolio
|
Q4 2024
Added 201.86%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
209,123
shares
|
$5.7 Million
0.34% of portfolio
|
Q4 2024
Added 185.36%
|