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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
17,976
shares
|
$499,732
0.03% of portfolio
|
Q2 2024
Added 17.08%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
17,928
shares
|
$498,398
0.2% of portfolio
|
Q4 2021
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
17,400
shares
|
$483,720
0.63% of portfolio
|
Q3 2024
Added 12.11%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
17,379
shares
|
$483,136
0.24% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
16,860
shares
|
$468,708
0.11% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
16,847
shares
|
$468,346
0.05% of portfolio
|
Q3 2024
Added 229.11%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
16,688
shares
|
$463,926
0.01% of portfolio
|
Q2 2022
Reduced 0.95%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
16,579
shares
|
$460,896
0.03% of portfolio
|
Q1 2024
Reduced 2.45%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
16,362
shares
|
$454,863
0.68% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
16,149
shares
|
$448,942
0.35% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
16,122
shares
|
$448,191
0.85% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
15,937
shares
|
$443,048
0.06% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
15,897
shares
|
$441,936
0.45% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
15,776
shares
|
$438,572
0.74% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
15,769
shares
|
$438,378
0.11% of portfolio
|
Q3 2024
Added 51.35%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
15,676
shares
|
$435,792
0.04% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
15,665
shares
|
$435,487
1.01% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
15,618
shares
|
$434,180
0.48% of portfolio
|
Q3 2024
Added 19.84%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,422
shares
|
$428,731
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
15,382
shares
|
$427,619
0.42% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,370
shares
|
$427,286
0.08% of portfolio
|
Q4 2023
Reduced 1.78%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
15,291
shares
|
$425,089
0.21% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,215
shares
|
$422,977
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,120
shares
|
$420,336
0.04% of portfolio
|
Q3 2022
Reduced 1.32%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
15,033
shares
|
$417,917
0.05% of portfolio
|
Q3 2024
Reduced 8.13%
|