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 |
---|---|---|---|---|---|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
13,972
shares
|
$377,244
0.05% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
Money Concepts Capital Corp
|
Aug 02, 2024 Q2 2024 |
13,914
shares
|
$375,678
0.09% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
13,788
shares
|
$372,276
0.01% of portfolio
|
Q2 2024
Added 4.71%
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 13, 2024 Q2 2024 |
13,761
shares
|
$371,547
0.05% of portfolio
|
Q2 2024
Reduced 5.33%
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
13,574
shares
|
$366,498
0.32% of portfolio
|
Q3 2024
Added 243.65%
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
13,500
shares
|
$364,500
0.03% of portfolio
|
Q2 2024
New holding
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
13,138
shares
|
$354,726
0.01% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
13,109
shares
|
$353,943
0.54% of portfolio
|
Q2 2022
Added 11.83%
|
|
ETF Store, Inc.
|
Aug 05, 2024 Q2 2024 |
13,098
shares
|
$353,646
1.01% of portfolio
|
Q2 2024
Added 10.73%
|
|
Theory Financial LLC
Fort Collins, CO |
Jul 23, 2024 Q2 2024 |
13,032
shares
|
$351,864
0.46% of portfolio
|
Q2 2024
Reduced 46.36%
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
12,999
shares
|
$350,973
0.11% of portfolio
|
Q3 2024
Reduced 18.51%
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 17, 2024 Q2 2024 |
12,984
shares
|
$350,568
0.29% of portfolio
|
Q2 2024
Added 1.22%
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 14, 2024 Q2 2024 |
12,937
shares
|
$349,299
0.02% of portfolio
|
Q1 2024
Added 7.13%
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
12,927
shares
|
$349,029
0.22% of portfolio
|
Q3 2024
Added 193.13%
|
|
Athena Investment Management
|
Aug 07, 2024 Q2 2024 |
12,920
shares
|
$348,840
0.62% of portfolio
|
Q1 2024
Reduced 31.77%
|
|
Private Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
12,703
shares
|
$342,981
0.17% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Jul 30, 2024 Q2 2024 |
12,539
shares
|
$338,553
0.03% of portfolio
|
Q2 2024
Added 0.83%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
12,493
shares
|
$337,311
0.01% of portfolio
|
Q2 2024
Added 12.18%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,403
shares
|
$334,881
0.33% of portfolio
|
Q1 2023
Added 0.14%
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
12,283
shares
|
$331,641
0.37% of portfolio
|
Q3 2024
Added 20.08%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
12,247
shares
|
$330,669
0.01% of portfolio
|
Q4 2023
Added 91.54%
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 31, 2024 Q2 2024 |
12,241
shares
|
$330,507
0.17% of portfolio
|
Q2 2024
Added 14.2%
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
12,033
shares
|
$324,891
0.52% of portfolio
|
Q3 2024
Added 38.26%
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2024 Q2 2024 |
12,007
shares
|
$324,189
0.01% of portfolio
|
Q2 2024
Reduced 4.57%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
12,000
shares
|
$324,000
0.02% of portfolio
|
Q2 2024
Reduced 9.75%
|