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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
14,986
shares
|
$416,610
0.09% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
14,917
shares
|
$414,692
0.11% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
14,522
shares
|
$403,711
0.09% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
14,501
shares
|
$403,127
0.01% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
14,269
shares
|
$396,678
0.05% of portfolio
|
Q2 2023
Reduced 30.25%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
14,256
shares
|
$396,316
0.13% of portfolio
|
Q3 2024
Added 20.73%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
14,172
shares
|
$393,981
0.4% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
14,074
shares
|
$391,257
0.04% of portfolio
|
Q3 2024
Reduced 13.22%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
13,993
shares
|
$389,005
0.12% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
13,983
shares
|
$388,727
0.36% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
13,972
shares
|
$388,421
0.05% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
13,941
shares
|
$387,559
0.35% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
13,791
shares
|
$383,389
0.05% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 29, 2024 Q3 2024 |
13,735
shares
|
$381,833
0.32% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
13,597
shares
|
$377,996
0.13% of portfolio
|
Q3 2024
Added 25.26%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
13,597
shares
|
$377,996
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
13,577
shares
|
$377,440
1.14% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
13,574
shares
|
$377,357
0.32% of portfolio
|
Q3 2024
Added 243.65%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
13,500
shares
|
$375,300
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
13,489
shares
|
$374,994
0.06% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
13,427
shares
|
$373,270
0.24% of portfolio
|
Q4 2022
Reduced 41.27%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
13,195
shares
|
$366,821
0.65% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
13,153
shares
|
$365,653
0.0% of portfolio
|
Q3 2024
Reduced 56.64%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
13,109
shares
|
$364,430
0.54% of portfolio
|
Q2 2022
Added 11.83%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
12,999
shares
|
$361,372
0.11% of portfolio
|
Q3 2024
Reduced 18.51%
|