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 |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
6,511
shares
|
$181,005
0.07% of portfolio
|
Q2 2023
Added 15.53%
|
|
|
Resolute Advisors LLC
|
Nov 01, 2024 Q3 2024 |
6,489
shares
|
$180,394
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
6,480
shares
|
$180,144
0.19% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
6,428
shares
|
$178,698
0.25% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,384
shares
|
$177,475
0.02% of portfolio
|
Q2 2020
Added 5.89%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,381
shares
|
$177,391
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
6,378
shares
|
$177,308
0.05% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
6,360
shares
|
$176,808
0.03% of portfolio
|
Q1 2019
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
6,241
shares
|
$173,499
0.04% of portfolio
|
Q1 2024
Added 503.0%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
5,999
shares
|
$166,772
0.26% of portfolio
|
Q3 2024
Added 19.43%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
5,938
shares
|
$165,076
0.0% of portfolio
|
Q3 2024
Added 759.33%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
5,899
shares
|
$163,992
0.04% of portfolio
|
Q3 2024
Reduced 15.45%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,826
shares
|
$161,962
0.05% of portfolio
|
Q1 2024
Added 1.75%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
5,815
shares
|
$161,657
0.03% of portfolio
|
Q2 2024
Reduced 7.46%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
5,800
shares
|
$161,240
0.07% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
5,800
shares
|
$161,240
0.07% of portfolio
|
Q1 2024
Added 7.57%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
5,759
shares
|
$160,100
0.08% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
5,746
shares
|
$159,738
0.12% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
5,727
shares
|
$159,210
0.09% of portfolio
|
Q4 2022
Reduced 0.97%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,670
shares
|
$157,626
0.0% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
5,646
shares
|
$156,958
0.03% of portfolio
|
Q3 2024
Reduced 17.17%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
5,594
shares
|
$155,513
0.23% of portfolio
|
Q2 2024
Added 28.13%
|
|
|
Diversified Investment Strategies, LLC
|
Nov 05, 2024 Q3 2024 |
5,573
shares
|
$154,929
0.31% of portfolio
|
Q2 2024
Added 6.03%
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
5,544
shares
|
$154,123
0.09% of portfolio
|
Q3 2024
Reduced 12.03%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
5,525
shares
|
$153,595
0.02% of portfolio
|
Q3 2024
Reduced 7.14%
|