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 |
|---|---|---|---|---|---|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
5,520
shares
|
$153,456
0.04% of portfolio
|
Q3 2022
Added 6.13%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
5,518
shares
|
$153,400
0.03% of portfolio
|
Q3 2024
Reduced 15.6%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
5,498
shares
|
$152,844
0.26% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
5,480
shares
|
$152,344
0.01% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
5,417
shares
|
$150,592
0.09% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,402
shares
|
$150,175
0.26% of portfolio
|
Q3 2024
Reduced 19.22%
|
|
|
Avity Investment Management Inc.
|
Oct 10, 2024 Q3 2024 |
5,385
shares
|
$149,703
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,376
shares
|
$149,452
0.0% of portfolio
|
Q3 2024
Reduced 26.98%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,350
shares
|
$148,730
0.11% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,342
shares
|
$148,507
0.01% of portfolio
|
Q4 2022
Reduced 1.87%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
5,310
shares
|
$147,618
0.01% of portfolio
|
Q3 2024
Reduced 52.99%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
5,295
shares
|
$147,201
0.13% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
5,258
shares
|
$146,172
0.05% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
5,248
shares
|
$145,894
0.23% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,226
shares
|
$145,282
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
5,172
shares
|
$143,781
0.03% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
5,121
shares
|
$142,363
0.07% of portfolio
|
Q1 2023
Added 4.66%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,120
shares
|
$142,336
0.04% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
5,046
shares
|
$140,278
0.08% of portfolio
|
Q2 2024
Added 65.55%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
5,041
shares
|
$140,139
0.08% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
5,021
shares
|
$139,583
0.08% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
5,000
shares
|
$139,000
0.04% of portfolio
|
Q4 2023
Reduced 15.91%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
4,991
shares
|
$138,749
0.29% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
4,948
shares
|
$137,554
0.01% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
4,948
shares
|
$137,554
0.31% of portfolio
|
Q3 2024
Reduced 0.38%
|