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 |
---|---|---|---|---|---|
Clear Investment Research, LLC
|
Aug 08, 2024 Q2 2024 |
6,927
shares
|
$186,613
0.67% of portfolio
|
Q4 2023
Reduced 2.6%
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,913
shares
|
$186,236
0.01% of portfolio
|
Q3 2022
Added 1.08%
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Jul 30, 2024 Q2 2024 |
6,901
shares
|
$185,912
0.03% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
6,855
shares
|
$184,673
0.3% of portfolio
|
Q3 2024
Added 0.96%
|
|
Smith, Salley & Associates
|
Jul 29, 2024 Q2 2024 |
6,816
shares
|
$183,623
0.04% of portfolio
|
Q1 2024
Reduced 12.4%
|
|
Family Asset Management, LLC
Charleston, SC |
Aug 01, 2024 Q2 2024 |
6,687
shares
|
$180,147
0.32% of portfolio
|
Q2 2024
Reduced 57.56%
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jul 31, 2024 Q2 2024 |
6,675
shares
|
$179,824
0.02% of portfolio
|
Q2 2024
New holding
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jul 19, 2024 Q2 2024 |
6,669
shares
|
$179,662
0.35% of portfolio
|
Q4 2023
New holding
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
6,632
shares
|
$178,666
0.02% of portfolio
|
Q3 2024
Reduced 75.84%
|
|
Gilbert & Cook, Inc.
|
Aug 01, 2024 Q2 2024 |
6,621
shares
|
$178,369
0.07% of portfolio
|
Q4 2023
Reduced 3.83%
|
|
Sheaff Brock Investment Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
6,588
shares
|
$177,480
0.05% of portfolio
|
Q2 2024
Reduced 5.72%
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
6,542
shares
|
$176,241
0.15% of portfolio
|
Q1 2024
Reduced 27.4%
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
6,511
shares
|
$175,406
0.07% of portfolio
|
Q2 2023
Added 15.53%
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
6,480
shares
|
$174,571
0.19% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,384
shares
|
$171,984
0.02% of portfolio
|
Q2 2020
Added 5.89%
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 07, 2024 Q2 2024 |
6,360
shares
|
$171,338
0.03% of portfolio
|
Q1 2019
New holding
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2024 Q2 2024 |
6,241
shares
|
$168,132
0.04% of portfolio
|
Q1 2024
Added 503.0%
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
6,138
shares
|
$165,357
0.15% of portfolio
|
Q2 2024
New holding
|
|
Wmg Financial Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
6,120
shares
|
$164,872
0.25% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
6,000
shares
|
$161,640
0.0% of portfolio
|
Q2 2024
Added 0.59%
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
5,999
shares
|
$161,613
0.26% of portfolio
|
Q3 2024
Added 19.43%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
5,950
shares
|
$160,293
0.02% of portfolio
|
Q2 2024
Added 15.62%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
5,939
shares
|
$159,996
0.07% of portfolio
|
Q2 2024
Added 0.59%
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 08, 2024 Q2 2024 |
5,929
shares
|
$159,727
0.13% of portfolio
|
Q1 2024
Reduced 4.15%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
5,921
shares
|
$159,511
0.01% of portfolio
|
Q2 2024
New holding
|