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 |
---|---|---|---|---|---|
Duncker Streett & CO Inc
|
Jul 31, 2024 Q2 2024 |
26,900
shares
|
$726,300
0.39% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
26,503
shares
|
$715,581
0.56% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
26,274
shares
|
$709,398
1.64% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2024 Q2 2024 |
26,140
shares
|
$705,780
0.46% of portfolio
|
Q1 2024
Added 0.08%
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
25,918
shares
|
$699,786
1.53% of portfolio
|
Q3 2024
Added 7.42%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
25,875
shares
|
$698,625
0.17% of portfolio
|
Q2 2023
Reduced 0.29%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
25,528
shares
|
$689,256
0.05% of portfolio
|
Q1 2024
Reduced 4.6%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
25,324
shares
|
$683,748
0.02% of portfolio
|
Q2 2024
Added 4.93%
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
25,126
shares
|
$678,402
0.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
25,084
shares
|
$677,268
0.2% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
24,771
shares
|
$668,817
0.16% of portfolio
|
Q3 2024
Added 139.96%
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
24,578
shares
|
$663,606
0.06% of portfolio
|
Q3 2024
Added 0.13%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
24,546
shares
|
$662,742
0.05% of portfolio
|
Q4 2023
Reduced 8.31%
|
|
Merriman Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
24,431
shares
|
$659,637
0.08% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
24,249
shares
|
$654,723
0.76% of portfolio
|
Q4 2023
Reduced 8.79%
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
24,126
shares
|
$651,402
0.47% of portfolio
|
Q3 2024
Added 1.14%
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
23,933
shares
|
$646,191
0.58% of portfolio
|
Q4 2022
Added 5.75%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
23,889
shares
|
$645,003
0.27% of portfolio
|
Q3 2024
Reduced 11.8%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
23,519
shares
|
$635,013
0.0% of portfolio
|
Q2 2024
Reduced 10.77%
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
22,849
shares
|
$616,923
0.12% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
Financial Strategies Group, Inc.
|
Jul 17, 2024 Q2 2024 |
22,719
shares
|
$613,413
0.43% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
22,472
shares
|
$606,744
0.03% of portfolio
|
Q3 2024
Added 1.57%
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
22,389
shares
|
$604,503
0.03% of portfolio
|
Q3 2024
Reduced 29.5%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
22,209
shares
|
$599,643
0.1% of portfolio
|
Q2 2024
Reduced 4.44%
|
|
Emerald Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
22,020
shares
|
$594,540
0.25% of portfolio
|
Q2 2024
Reduced 3.34%
|