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 |
---|---|---|---|---|---|
Cic Wealth, LLC
Rockville, MD |
Jul 12, 2024 Q2 2024 |
5,884
shares
|
$158,514
0.12% of portfolio
|
Q4 2023
Reduced 6.37%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
5,857
shares
|
$157,787
0.02% of portfolio
|
Q2 2024
New holding
|
|
Carret Asset Management, LLC
|
Aug 01, 2024 Q2 2024 |
5,826
shares
|
$156,952
0.05% of portfolio
|
Q1 2024
Added 1.75%
|
|
Klingman & Associates, LLC
|
Jul 30, 2024 Q2 2024 |
5,815
shares
|
$156,656
0.03% of portfolio
|
Q2 2024
Reduced 7.46%
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 24, 2024 Q2 2024 |
5,800
shares
|
$156,252
0.07% of portfolio
|
Q1 2024
Added 7.57%
|
|
American Investment Services, Inc.
|
Aug 14, 2024 Q2 2024 |
5,750
shares
|
$154,905
0.08% of portfolio
|
Q1 2024
Reduced 1.88%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
5,748
shares
|
$154,851
0.03% of portfolio
|
Q2 2024
Added 105.14%
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
5,727
shares
|
$154,285
0.09% of portfolio
|
Q4 2022
Reduced 0.97%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
5,670
shares
|
$152,749
0.0% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
Mengis Capital Management, Inc.
|
Aug 13, 2024 Q2 2024 |
5,646
shares
|
$152,103
0.09% of portfolio
|
Q2 2024
Reduced 15.68%
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 19, 2024 Q2 2024 |
5,594
shares
|
$150,702
0.23% of portfolio
|
Q2 2024
Added 28.13%
|
|
Diversified Investment Strategies, LLC
|
Aug 06, 2024 Q2 2024 |
5,573
shares
|
$150,136
0.3% of portfolio
|
Q2 2024
Added 6.03%
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
5,544
shares
|
$149,355
0.09% of portfolio
|
Q3 2024
Reduced 12.03%
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
5,520
shares
|
$148,708
0.04% of portfolio
|
Q3 2022
Added 6.13%
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
5,518
shares
|
$148,654
0.03% of portfolio
|
Q3 2024
Reduced 15.6%
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
5,475
shares
|
$147,496
0.25% of portfolio
|
Q2 2024
Reduced 61.89%
|
|
Trinity Point Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
5,435
shares
|
$146,418
0.06% of portfolio
|
Q1 2024
Added 0.04%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
5,423
shares
|
$146,095
0.02% of portfolio
|
Q2 2024
Added 7.64%
|
|
Princeton Global Asset Management LLC
|
Aug 12, 2024 Q2 2024 |
5,416
shares
|
$145,907
0.09% of portfolio
|
Q4 2023
Reduced 0.86%
|
|
Avity Investment Management Inc.
|
Oct 10, 2024 Q3 2024 |
5,385
shares
|
$145,071
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
Vanguard Capital Wealth Advisors
|
Aug 07, 2024 Q2 2024 |
5,366
shares
|
$144,560
0.27% of portfolio
|
Q2 2024
Added 73.66%
|
|
Schrum Private Wealth Management LLC
|
Jul 30, 2024 Q2 2024 |
5,361
shares
|
$144,425
0.36% of portfolio
|
Q1 2024
Added 0.04%
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,342
shares
|
$143,913
0.01% of portfolio
|
Q4 2022
Reduced 1.87%
|
|
Vista Capital Partners, Inc.
|
Aug 08, 2024 Q2 2024 |
5,341
shares
|
$143,886
0.01% of portfolio
|
Q2 2024
Reduced 4.68%
|
|
Bridges Investment Management Inc
|
Aug 12, 2024 Q2 2024 |
5,320
shares
|
$143,320
0.01% of portfolio
|
Q4 2023
Reduced 0.19%
|