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 |
|---|---|---|---|---|---|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
206,775
shares
|
$5.63 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
206,305
shares
|
$5.62 Million
1.09% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
201,681
shares
|
$5.49 Million
4.54% of portfolio
|
Q4 2024
Added 161.27%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
198,053
shares
|
$5.39 Million
3.51% of portfolio
|
Q4 2024
Added 204.36%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
197,655
shares
|
$5.38 Million
1.22% of portfolio
|
Q4 2024
Added 201.9%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
195,043
shares
|
$5.31 Million
3.31% of portfolio
|
Q4 2024
Added 201.07%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
194,760
shares
|
$5.31 Million
4.27% of portfolio
|
Q4 2024
Added 232.08%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
193,949
shares
|
$5.28 Million
2.85% of portfolio
|
Q4 2024
Added 218.6%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
192,900
shares
|
$5.25 Million
0.18% of portfolio
|
Q4 2024
Added 209.26%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
190,243
shares
|
$5.18 Million
0.96% of portfolio
|
Q4 2024
Added 246.49%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
190,094
shares
|
$5.18 Million
3.24% of portfolio
|
Q4 2023
Added 6.04%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
189,019
shares
|
$5.15 Million
0.44% of portfolio
|
Q4 2024
Added 151.9%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
183,170
shares
|
$4.99 Million
0.5% of portfolio
|
Q4 2024
Added 258.98%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
182,668
shares
|
$4.98 Million
0.02% of portfolio
|
Q4 2024
Added 246.03%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
181,195
shares
|
$4.94 Million
4.34% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
180,302
shares
|
$4.91 Million
0.46% of portfolio
|
Q4 2024
Added 56.24%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
179,291
shares
|
$4.88 Million
4.7% of portfolio
|
Q4 2024
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
179,101
shares
|
$4.88 Million
1.21% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
178,639
shares
|
$4.87 Million
1.71% of portfolio
|
Q4 2024
Added 242.23%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
175,658
shares
|
$4.78 Million
0.64% of portfolio
|
Q4 2024
Added 195.86%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
174,473
shares
|
$4.75 Million
0.24% of portfolio
|
Q4 2024
Added 194.67%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
174,010
shares
|
$4.74 Million
0.5% of portfolio
|
Q4 2024
Added 188.9%
|
|
|
Leeward Financial Partners, LLC
|
Feb 12, 2025 Q4 2024 |
169,609
shares
|
$4.62 Million
1.6% of portfolio
|
Q4 2024
Added 205.83%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
167,412
shares
|
$4.56 Million
0.1% of portfolio
|
Q4 2024
Added 214.13%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
165,616
shares
|
$4.51 Million
0.74% of portfolio
|
Q4 2024
Added 196.07%
|