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 |
---|---|---|---|---|---|
Fagan Associates, Inc.
|
Aug 09, 2024 Q2 2024 |
31,373
shares
|
$847,071
0.42% of portfolio
|
Q2 2024
Added 0.76%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
31,359
shares
|
$846,693
0.01% of portfolio
|
Q2 2024
Added 1.74%
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
31,118
shares
|
$840,186
1.39% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
31,094
shares
|
$839,538
0.09% of portfolio
|
Q2 2024
Reduced 27.5%
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
31,053
shares
|
$838,431
0.22% of portfolio
|
Q3 2024
Added 7.5%
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2024 Q2 2024 |
30,418
shares
|
$821,286
0.01% of portfolio
|
Q2 2024
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
30,335
shares
|
$819,045
0.0% of portfolio
|
Q2 2024
Reduced 61.9%
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 09, 2024 Q2 2024 |
30,205
shares
|
$815,535
0.96% of portfolio
|
Q2 2024
Reduced 51.59%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
30,171
shares
|
$814,617
0.17% of portfolio
|
Q3 2022
New holding
|
|
Allen Capital Group, LLC
|
Aug 12, 2024 Q2 2024 |
30,133
shares
|
$813,591
0.29% of portfolio
|
Q2 2024
Added 9.81%
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
29,778
shares
|
$804,006
0.74% of portfolio
|
Q3 2024
Added 0.42%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
29,702
shares
|
$801,954
0.2% of portfolio
|
Q2 2024
Reduced 2.95%
|
|
Evoke Wealth, LLC
|
Aug 13, 2024 Q2 2024 |
29,430
shares
|
$794,610
2.58% of portfolio
|
Q4 2023
New holding
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
29,319
shares
|
$791,613
0.79% of portfolio
|
Q2 2024
Added 8.66%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
29,291
shares
|
$790,857
0.05% of portfolio
|
Q2 2024
Added 1.43%
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 12, 2024 Q2 2024 |
29,250
shares
|
$789,750
1.3% of portfolio
|
Q2 2024
Added 2.86%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
29,248
shares
|
$789,696
0.1% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
28,614
shares
|
$772,578
0.69% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
28,154
shares
|
$760,158
0.04% of portfolio
|
Q2 2024
Added 927.14%
|
|
Acas, LLC
|
Aug 12, 2024 Q2 2024 |
27,655
shares
|
$746,685
1.89% of portfolio
|
Q2 2024
Reduced 4.33%
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
27,531
shares
|
$743,337
0.06% of portfolio
|
Q2 2024
Reduced 10.23%
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
27,440
shares
|
$740,880
0.01% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
27,223
shares
|
$735,021
0.01% of portfolio
|
Q2 2024
Reduced 3.83%
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
27,091
shares
|
$731,457
0.42% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
26,994
shares
|
$728,838
0.01% of portfolio
|
Q2 2024
Added 2.83%
|