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 |
---|---|---|---|---|---|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 25, 2024 Q2 2024 |
7,985
shares
|
$215,595
0.36% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
Sky Oak Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
7,889
shares
|
$213,003
0.14% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
7,880
shares
|
$212,760
0.43% of portfolio
|
Q3 2024
Reduced 42.93%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
7,880
shares
|
$212,760
0.03% of portfolio
|
Q2 2024
Reduced 21.22%
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
7,870
shares
|
$212,490
0.18% of portfolio
|
Q2 2022
Reduced 12.21%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
7,816
shares
|
$211,032
0.01% of portfolio
|
Q2 2024
Reduced 4.83%
|
|
Alesco Advisors LLC
Pittsford, NY |
Aug 13, 2024 Q2 2024 |
7,706
shares
|
$208,062
0.02% of portfolio
|
Q2 2024
Reduced 5.22%
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 18, 2024 Q3 2024 |
7,669
shares
|
$207,063
0.94% of portfolio
|
Q3 2024
New holding
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jul 30, 2024 Q2 2024 |
7,618
shares
|
$205,686
0.22% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,469
shares
|
$201,663
0.21% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
7,442
shares
|
$200,934
0.02% of portfolio
|
Q3 2024
Reduced 22.02%
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Jul 17, 2024 Q2 2024 |
7,438
shares
|
$200,826
0.35% of portfolio
|
Q2 2024
Added 0.9%
|
|
Plancorp, LLC
|
Aug 09, 2024 Q2 2024 |
7,435
shares
|
$200,745
0.02% of portfolio
|
Q4 2023
Reduced 0.01%
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
7,424
shares
|
$200,448
0.01% of portfolio
|
Q4 2023
Reduced 10.48%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
7,408
shares
|
$200,016
0.03% of portfolio
|
Q2 2024
Reduced 76.56%
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
7,373
shares
|
$199,071
0.07% of portfolio
|
Q2 2024
New holding
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
7,362
shares
|
$198,774
0.0% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,356
shares
|
$198,612
0.05% of portfolio
|
Q4 2022
Added 0.33%
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,319
shares
|
$197,613
0.22% of portfolio
|
Q4 2022
Reduced 5.99%
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Aug 14, 2024 Q2 2024 |
7,186
shares
|
$194,022
0.06% of portfolio
|
Q4 2021
New holding
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Aug 07, 2024 Q2 2024 |
7,176
shares
|
$193,752
0.05% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
Stone Point Wealth LLC
|
Jul 30, 2024 Q2 2024 |
7,029
shares
|
$189,783
0.19% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
Vawter Financial, Ltd.
Columbus, OH |
Aug 02, 2024 Q2 2024 |
6,990
shares
|
$188,730
0.36% of portfolio
|
Q1 2024
New holding
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
6,977
shares
|
$188,379
0.05% of portfolio
|
Q2 2024
Reduced 19.08%
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
6,954
shares
|
$187,758
0.09% of portfolio
|
Q3 2024
Reduced 5.35%
|