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 |
---|---|---|---|---|---|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2024 Q2 2024 |
522,226
shares
|
$14.1 Million
13.75% of portfolio
|
Q2 2024
Added 3.3%
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
454,714
shares
|
$12.3 Million
8.47% of portfolio
|
Q3 2024
Added 3.68%
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 25, 2024 Q2 2024 |
444,887
shares
|
$12 Million
12.86% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
441,795
shares
|
$11.9 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.57%
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
434,437
shares
|
$11.7 Million
1.56% of portfolio
|
Q3 2024
Reduced 28.97%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
430,514
shares
|
$11.6 Million
2.16% of portfolio
|
Q3 2024
Added 26.9%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
410,116
shares
|
$11.1 Million
0.07% of portfolio
|
Q2 2024
Reduced 5.06%
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
405,111
shares
|
$10.9 Million
2.76% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
Cooper Financial Group
|
Jul 15, 2024 Q2 2024 |
401,687
shares
|
$10.8 Million
4.44% of portfolio
|
Q2 2024
Added 19.62%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
400,608
shares
|
$10.8 Million
0.06% of portfolio
|
Q2 2024
Added 3.74%
|
|
Northern Capital Management, Inc.
|
Aug 12, 2024 Q2 2024 |
400,547
shares
|
$10.8 Million
19.81% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jul 25, 2024 Q2 2024 |
389,917
shares
|
$10.5 Million
19.78% of portfolio
|
Q2 2024
Added 2.12%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
388,595
shares
|
$10.5 Million
1.28% of portfolio
|
Q4 2022
Added 88.5%
|
|
Ballast Advisors LLC
|
Jul 26, 2024 Q2 2024 |
381,549
shares
|
$10.3 Million
9.0% of portfolio
|
Q2 2024
Added 0.58%
|
|
Xml Financial, LLC
|
Jul 22, 2024 Q2 2024 |
371,618
shares
|
$10 Million
2.78% of portfolio
|
Q2 2024
Added 2.32%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
354,802
shares
|
$9.58 Million
0.01% of portfolio
|
Q2 2024
Added 3.12%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
339,717
shares
|
$9.17 Million
0.3% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
336,125
shares
|
$9.08 Million
0.14% of portfolio
|
Q2 2024
Added 67.78%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
330,419
shares
|
$8.92 Million
0.04% of portfolio
|
Q3 2024
Added 9.58%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
329,670
shares
|
$8.9 Million
0.37% of portfolio
|
Q2 2024
Reduced 16.79%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
324,292
shares
|
$8.76 Million
0.24% of portfolio
|
Q2 2024
Added 0.82%
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 09, 2024 Q2 2024 |
317,575
shares
|
$8.57 Million
7.63% of portfolio
|
Q2 2024
Added 3.32%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
313,679
shares
|
$8.47 Million
0.02% of portfolio
|
Q2 2024
Reduced 4.11%
|
|
Black Diamond Financial, LLC
|
Aug 09, 2024 Q2 2024 |
312,884
shares
|
$8.45 Million
4.48% of portfolio
|
Q2 2024
Added 22.33%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 08, 2024 Q2 2024 |
307,713
shares
|
$8.31 Million
1.15% of portfolio
|
Q2 2024
Added 0.87%
|