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 810 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $2.82 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
18,645,053
shares
|
$503 Million
3.08% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
Sei Investments CO
Oaks, PA |
Aug 13, 2024 Q2 2024 |
11,499,907
shares
|
$310 Million
1.23% of portfolio
|
Q2 2024
Added 5.06%
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
10,745,795
shares
|
$290 Million
11.15% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
4,457,686
shares
|
$120 Million
0.81% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
4,023,662
shares
|
$109 Million
0.11% of portfolio
|
Q2 2024
Added 10.5%
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
4,020,474
shares
|
$109 Million
9.61% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
2,582,373
shares
|
$69.7 Million
0.48% of portfolio
|
Q2 2024
Reduced 6.22%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
2,447,084
shares
|
$66.1 Million
0.35% of portfolio
|
Q2 2024
Added 1.98%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,650,491
shares
|
$44.6 Million
0.32% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
Gemmer Asset Management LLC
|
Jul 15, 2024 Q2 2024 |
1,337,883
shares
|
$36.1 Million
10.75% of portfolio
|
Q2 2024
Added 4.02%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
1,252,068
shares
|
$33.8 Million
0.91% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,084,738
shares
|
$29.3 Million
0.04% of portfolio
|
Q2 2024
Added 0.42%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
1,018,008
shares
|
$27.5 Million
1.2% of portfolio
|
Q2 2024
Added 1.22%
|
|
Mokosak Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
927,645
shares
|
$25 Million
22.36% of portfolio
|
Q3 2024
Added 4.87%
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
921,158
shares
|
$24.9 Million
16.74% of portfolio
|
Q3 2024
Added 1.54%
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
915,049
shares
|
$24.7 Million
14.03% of portfolio
|
Q3 2024
Added 1.78%
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
879,549
shares
|
$23.7 Million
5.25% of portfolio
|
Q3 2024
Reduced 19.74%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
773,436
shares
|
$20.9 Million
2.04% of portfolio
|
Q4 2023
New holding
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
753,335
shares
|
$20.3 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
671,408
shares
|
$18.1 Million
0.0% of portfolio
|
Q2 2024
Added 3.84%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
647,285
shares
|
$17.5 Million
0.42% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
Financial Counselors Inc
|
Aug 01, 2024 Q2 2024 |
595,467
shares
|
$16.1 Million
0.71% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
593,329
shares
|
$16 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.32%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
575,463
shares
|
$15.5 Million
0.0% of portfolio
|
Q2 2024
Added 4.17%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
554,866
shares
|
$15 Million
0.53% of portfolio
|
Q2 2024
Reduced 9.43%
|