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 |
---|---|---|---|---|---|
Spider Rock Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
10,640
shares
|
$287,280
0.02% of portfolio
|
Q2 2024
Reduced 14.28%
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
10,510
shares
|
$283,770
0.08% of portfolio
|
Q3 2024
Added 9.17%
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
10,419
shares
|
$281,313
0.08% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2024 Q2 2024 |
10,382
shares
|
$280,314
0.21% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
10,295
shares
|
$277,965
0.34% of portfolio
|
Q3 2024
Added 1.14%
|
|
Meritage Portfolio Management
|
Aug 08, 2024 Q2 2024 |
10,271
shares
|
$277,317
0.05% of portfolio
|
Q1 2024
Reduced 30.12%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
10,268
shares
|
$277,236
0.01% of portfolio
|
Q2 2024
Added 9.92%
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
10,212
shares
|
$275,724
0.01% of portfolio
|
Q2 2024
Added 44.67%
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
10,184
shares
|
$274,968
0.01% of portfolio
|
Q2 2024
Reduced 11.41%
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
10,162
shares
|
$274,374
0.14% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
10,119
shares
|
$273,213
0.3% of portfolio
|
Q3 2024
Reduced 13.42%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
10,029
shares
|
$270,783
0.01% of portfolio
|
Q4 2023
Added 6.58%
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
10,022
shares
|
$270,594
0.35% of portfolio
|
Q1 2023
New holding
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
9,977
shares
|
$269,379
0.45% of portfolio
|
Q3 2024
Added 2.16%
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Aug 01, 2024 Q2 2024 |
9,969
shares
|
$269,163
0.17% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 13, 2024 Q2 2024 |
9,869
shares
|
$266,463
0.17% of portfolio
|
Q2 2024
New holding
|
|
Gsb Wealth Management, LLC
|
Jul 18, 2024 Q2 2024 |
9,743
shares
|
$263,061
0.2% of portfolio
|
Q2 2024
Added 0.62%
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jul 29, 2024 Q2 2024 |
9,740
shares
|
$262,980
0.3% of portfolio
|
Q1 2024
Added 16.79%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Jul 29, 2024 Q2 2024 |
9,729
shares
|
$262,683
0.09% of portfolio
|
Q4 2023
Reduced 2.07%
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
9,682
shares
|
$261,414
0.16% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
9,590
shares
|
$258,930
0.12% of portfolio
|
Q1 2024
Reduced 4.91%
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 12, 2024 Q2 2024 |
9,556
shares
|
$258,012
0.2% of portfolio
|
Q2 2024
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
9,552
shares
|
$257,904
0.01% of portfolio
|
Q2 2024
Added 0.1%
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
9,550
shares
|
$257,850
0.01% of portfolio
|
Q3 2021
New holding
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 30, 2024 Q2 2024 |
9,252
shares
|
$249,804
0.09% of portfolio
|
Q2 2024
Reduced 0.68%
|