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 834 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 $3.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
547,854
shares
|
$15.2 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
543,592
shares
|
$15.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
540,114
shares
|
$15 Million
14.48% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
454,714
shares
|
$12.6 Million
8.47% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
449,776
shares
|
$12.5 Million
0.01% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
447,324
shares
|
$12.4 Million
4.78% of portfolio
|
Q3 2024
Added 11.36%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
434,437
shares
|
$12.1 Million
1.56% of portfolio
|
Q3 2024
Reduced 28.97%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
430,514
shares
|
$12 Million
2.16% of portfolio
|
Q3 2024
Added 26.9%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
406,171
shares
|
$11.3 Million
17.8% of portfolio
|
Q3 2024
Added 497.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
406,003
shares
|
$11.3 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
405,946
shares
|
$11.3 Million
0.06% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
405,111
shares
|
$11.3 Million
2.76% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Northern Capital Management, Inc.
|
Nov 12, 2024 Q3 2024 |
398,056
shares
|
$11.1 Million
20.22% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
389,865
shares
|
$10.8 Million
20.24% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
384,293
shares
|
$10.7 Million
2.89% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
384,212
shares
|
$10.7 Million
9.58% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
375,949
shares
|
$10.5 Million
1.23% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
373,935
shares
|
$10.4 Million
4.19% of portfolio
|
Q3 2024
Added 301.71%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
365,992
shares
|
$10.2 Million
0.2% of portfolio
|
Q3 2024
Added 20.88%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
345,655
shares
|
$9.61 Million
4.74% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
345,167
shares
|
$9.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
333,707
shares
|
$9.28 Million
8.1% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
330,419
shares
|
$9.19 Million
0.04% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
329,565
shares
|
$9.16 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
322,102
shares
|
$8.95 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.68%
|