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 |
|---|---|---|---|---|---|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
10,119
shares
|
$281,308
0.3% of portfolio
|
Q3 2024
Reduced 13.42%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
10,029
shares
|
$278,806
0.01% of portfolio
|
Q4 2023
Added 6.58%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
10,022
shares
|
$278,611
0.26% of portfolio
|
Q1 2023
New holding
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
9,977
shares
|
$277,360
0.45% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
9,945
shares
|
$276,471
0.18% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
9,859
shares
|
$274,080
0.01% of portfolio
|
Q3 2024
Reduced 30.8%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
9,816
shares
|
$272,884
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
9,740
shares
|
$270,772
0.3% of portfolio
|
Q1 2024
Added 16.79%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
9,729
shares
|
$270,466
0.12% of portfolio
|
Q4 2023
Reduced 2.07%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
9,682
shares
|
$269,159
0.16% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
9,590
shares
|
$266,602
0.12% of portfolio
|
Q1 2024
Reduced 4.91%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
9,550
shares
|
$265,490
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
9,182
shares
|
$255,259
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
9,131
shares
|
$253,841
0.07% of portfolio
|
Q3 2023
Reduced 20.67%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
9,061
shares
|
$251,895
0.13% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
8,924
shares
|
$248,087
0.24% of portfolio
|
Q4 2023
Added 0.71%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
8,919
shares
|
$247,948
0.17% of portfolio
|
Q3 2024
Reduced 18.57%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
8,838
shares
|
$245,696
0.01% of portfolio
|
Q3 2024
Added 669.86%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
8,830
shares
|
$245,474
0.09% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
8,817
shares
|
$245,112
0.01% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 12, 2024 Q3 2024 |
8,807
shares
|
$244,834
0.47% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
8,755
shares
|
$243,389
0.13% of portfolio
|
Q4 2020
Reduced 25.81%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
8,595
shares
|
$238,941
0.76% of portfolio
|
Q2 2024
Added 3.68%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
8,538
shares
|
$237,356
0.07% of portfolio
|
Q3 2024
Added 24.7%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
8,483
shares
|
$235,827
0.27% of portfolio
|
Q3 2024
Reduced 1.56%
|