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 |
|---|---|---|---|---|---|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
8,479
shares
|
$235,716
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
8,420
shares
|
$234,076
0.2% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
8,378
shares
|
$232,908
0.08% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
8,313
shares
|
$231,101
0.04% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
8,308
shares
|
$230,962
0.09% of portfolio
|
Q3 2024
Added 39.89%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
8,305
shares
|
$230,879
0.02% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
8,288
shares
|
$230,406
0.06% of portfolio
|
Q3 2022
Added 0.67%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
8,228
shares
|
$228,738
0.5% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
8,214
shares
|
$228,349
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
8,196
shares
|
$227,848
0.0% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
8,193
shares
|
$227,765
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
8,141
shares
|
$226,319
0.17% of portfolio
|
Q3 2024
Reduced 16.44%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
8,123
shares
|
$225,819
0.01% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
8,119
shares
|
$225,708
0.19% of portfolio
|
Q3 2024
Reduced 24.75%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
8,079
shares
|
$224,596
0.1% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
8,079
shares
|
$224,596
0.17% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
7,889
shares
|
$219,314
0.14% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
7,880
shares
|
$219,064
0.43% of portfolio
|
Q3 2024
Reduced 42.93%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
7,870
shares
|
$218,786
0.18% of portfolio
|
Q2 2022
Reduced 12.21%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
7,836
shares
|
$217,840
0.4% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
7,816
shares
|
$217,284
0.01% of portfolio
|
Q2 2024
Reduced 4.83%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 18, 2024 Q3 2024 |
7,669
shares
|
$213,198
0.94% of portfolio
|
Q3 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
7,660
shares
|
$212,948
0.0% of portfolio
|
Q3 2024
Reduced 24.99%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
7,641
shares
|
$212,419
0.02% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
7,625
shares
|
$211,975
0.21% of portfolio
|
Q3 2024
Added 0.09%
|