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 |
---|---|---|---|---|---|
Pegasus Partners Ltd.
Mequon, WI |
Aug 07, 2024 Q2 2024 |
9,131
shares
|
$246,537
0.07% of portfolio
|
Q3 2023
Reduced 20.67%
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
9,061
shares
|
$244,647
0.13% of portfolio
|
Q3 2024
Added 1.47%
|
|
Advisory Services & Investments, LLC
|
Aug 06, 2024 Q2 2024 |
8,962
shares
|
$241,974
0.51% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
8,924
shares
|
$240,948
0.24% of portfolio
|
Q4 2023
Added 0.71%
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
8,919
shares
|
$240,813
0.17% of portfolio
|
Q3 2024
Reduced 18.57%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
8,838
shares
|
$238,626
0.01% of portfolio
|
Q3 2024
Added 669.86%
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
8,817
shares
|
$238,059
0.01% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
8,792
shares
|
$237,384
0.11% of portfolio
|
Q2 2024
New holding
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
8,755
shares
|
$236,385
0.13% of portfolio
|
Q4 2020
Reduced 25.81%
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Aug 02, 2024 Q2 2024 |
8,727
shares
|
$235,629
0.45% of portfolio
|
Q2 2024
Added 1.29%
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 22, 2024 Q2 2024 |
8,595
shares
|
$232,065
0.7% of portfolio
|
Q2 2024
Added 3.68%
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
8,538
shares
|
$230,526
0.07% of portfolio
|
Q3 2024
Added 24.7%
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
8,483
shares
|
$229,041
0.27% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
8,479
shares
|
$228,933
0.18% of portfolio
|
Q3 2024
New holding
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
8,420
shares
|
$227,340
0.2% of portfolio
|
Q3 2024
Added 0.43%
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 12, 2024 Q2 2024 |
8,354
shares
|
$225,558
0.09% of portfolio
|
Q1 2024
Reduced 7.01%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
8,335
shares
|
$225,045
0.0% of portfolio
|
Q2 2024
Reduced 10.25%
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
8,313
shares
|
$224,451
0.04% of portfolio
|
Q3 2024
Added 1.11%
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
8,305
shares
|
$224,235
0.02% of portfolio
|
Q3 2024
Added 5.19%
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
8,288
shares
|
$223,776
0.06% of portfolio
|
Q3 2022
Added 0.67%
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
8,193
shares
|
$221,211
0.64% of portfolio
|
Q3 2024
New holding
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
8,152
shares
|
$220,104
0.02% of portfolio
|
Q2 2024
Added 5.45%
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
8,123
shares
|
$219,321
0.01% of portfolio
|
Q3 2024
Added 0.84%
|
|
Towercrest Capital Management
Newtown, PA |
Aug 06, 2024 Q2 2024 |
8,079
shares
|
$218,133
0.1% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
Alliance Wealth Management Group
Flemington, NJ |
Jul 12, 2024 Q2 2024 |
8,079
shares
|
$218,133
0.17% of portfolio
|
Q2 2024
Reduced 0.53%
|