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 |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
11,639
shares
|
$323,564
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
11,600
shares
|
$322,480
0.3% of portfolio
|
Q1 2023
Reduced 2.25%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,555
shares
|
$321,229
0.0% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
11,500
shares
|
$319,700
0.11% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
11,435
shares
|
$317,893
0.4% of portfolio
|
Q3 2023
Added 0.66%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
11,235
shares
|
$312,333
0.08% of portfolio
|
Q3 2024
Reduced 12.69%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
11,094
shares
|
$308,413
0.22% of portfolio
|
Q3 2024
Added 190.57%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
11,040
shares
|
$306,912
0.3% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
10,972
shares
|
$305,021
0.18% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
10,967
shares
|
$304,882
0.08% of portfolio
|
Q2 2024
Reduced 10.96%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
10,950
shares
|
$304,410
0.31% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
10,928
shares
|
$303,798
0.19% of portfolio
|
Q3 2024
Added 35.31%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
10,912
shares
|
$303,353
0.01% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
10,866
shares
|
$302,074
0.35% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
10,790
shares
|
$299,962
0.02% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
10,774
shares
|
$299,517
0.01% of portfolio
|
Q3 2024
Reduced 17.99%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
10,730
shares
|
$298,294
0.45% of portfolio
|
Q3 2024
Added 100.15%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
10,560
shares
|
$293,568
0.18% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
10,510
shares
|
$292,178
0.08% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
10,491
shares
|
$291,649
0.21% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
10,408
shares
|
$289,342
0.05% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
10,382
shares
|
$288,619
0.24% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
10,295
shares
|
$286,201
0.34% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
10,162
shares
|
$282,503
0.14% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,148
shares
|
$282,114
0.01% of portfolio
|
Q3 2024
Reduced 1.17%
|