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 |
|---|---|---|---|---|---|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,579
shares
|
$210,696
0.01% of portfolio
|
Q3 2024
Reduced 28.77%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
7,485
shares
|
$208,083
0.35% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,469
shares
|
$207,638
0.21% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
7,442
shares
|
$206,887
0.02% of portfolio
|
Q3 2024
Reduced 22.02%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
7,435
shares
|
$206,693
0.02% of portfolio
|
Q4 2023
Reduced 0.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
7,434
shares
|
$206,665
0.0% of portfolio
|
Q3 2024
Added 23.9%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
7,424
shares
|
$206,387
0.01% of portfolio
|
Q4 2023
Reduced 10.48%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,356
shares
|
$204,496
0.05% of portfolio
|
Q4 2022
Added 0.33%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
7,346
shares
|
$204,218
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,319
shares
|
$203,468
0.22% of portfolio
|
Q4 2022
Reduced 5.99%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
7,318
shares
|
$203,440
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
7,205
shares
|
$200,299
0.05% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
7,186
shares
|
$199,770
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
7,029
shares
|
$195,406
0.18% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
6,990
shares
|
$194,322
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
6,970
shares
|
$193,766
0.02% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
6,954
shares
|
$193,321
0.09% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
6,927
shares
|
$192,570
0.73% of portfolio
|
Q4 2023
Reduced 2.6%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,913
shares
|
$192,181
0.01% of portfolio
|
Q3 2022
Added 1.08%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
6,855
shares
|
$190,569
0.3% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
6,851
shares
|
$190,457
0.03% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
6,669
shares
|
$185,398
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
6,632
shares
|
$184,369
0.02% of portfolio
|
Q3 2024
Reduced 75.84%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
6,621
shares
|
$184,063
0.07% of portfolio
|
Q4 2023
Reduced 3.83%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
6,542
shares
|
$181,867
0.15% of portfolio
|
Q1 2024
Reduced 27.4%
|