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 831 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $3.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
33,746
shares
|
$938,138
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
33,356
shares
|
$927,296
0.08% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
32,919
shares
|
$915,148
0.01% of portfolio
|
Q3 2023
Reduced 0.34%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
32,775
shares
|
$911,145
1.25% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
32,617
shares
|
$906,752
0.92% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
32,342
shares
|
$899,107
0.18% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
31,936
shares
|
$887,820
1.39% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Sja Financial Advisory, LLC
|
Jul 31, 2024 Q2 2024 |
31,469
shares
|
$874,838
1.71% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
31,228
shares
|
$868,138
0.44% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
31,118
shares
|
$865,080
1.39% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
31,053
shares
|
$863,273
0.22% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
30,171
shares
|
$838,753
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
30,119
shares
|
$837,308
0.1% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
29,778
shares
|
$827,828
0.74% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
29,726
shares
|
$826,382
1.03% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
29,430
shares
|
$818,154
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
29,330
shares
|
$815,374
0.85% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
29,327
shares
|
$815,290
0.09% of portfolio
|
Q3 2024
Added 295.88%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
29,291
shares
|
$814,289
0.05% of portfolio
|
Q2 2024
Added 1.43%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
29,225
shares
|
$812,455
0.78% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
28,969
shares
|
$805,338
0.27% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
28,614
shares
|
$795,469
0.69% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
27,994
shares
|
$778,233
0.0% of portfolio
|
Q3 2024
Added 617.79%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
27,727
shares
|
$770,810
0.04% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
27,469
shares
|
$763,638
0.19% of portfolio
|
Q3 2024
Reduced 7.52%
|