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 |
---|---|---|---|---|---|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2024 Q2 2024 |
5,295
shares
|
$142,647
0.13% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 14, 2024 Q2 2024 |
5,258
shares
|
$141,650
0.06% of portfolio
|
Q2 2024
Added 0.38%
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
5,248
shares
|
$141,381
0.23% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 13, 2024 Q2 2024 |
5,239
shares
|
$141,138
0.02% of portfolio
|
Q2 2024
New holding
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,226
shares
|
$140,788
0.1% of portfolio
|
Q1 2024
New holding
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2024 Q2 2024 |
5,204
shares
|
$140,195
0.01% of portfolio
|
Q2 2024
New holding
|
|
Roundview Capital LLC
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
5,172
shares
|
$139,333
0.03% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
5,121
shares
|
$137,959
0.07% of portfolio
|
Q1 2023
Added 4.66%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
5,119
shares
|
$137,905
0.02% of portfolio
|
Q2 2024
Added 9.05%
|
|
Moneco Advisors, LLC
Fairfield, CT |
Jul 19, 2024 Q2 2024 |
5,108
shares
|
$137,609
0.06% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2024 Q2 2024 |
5,064
shares
|
$136,424
0.05% of portfolio
|
Q1 2024
Reduced 10.45%
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
5,046
shares
|
$135,939
0.08% of portfolio
|
Q2 2024
Added 65.55%
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
5,000
shares
|
$134,700
0.04% of portfolio
|
Q4 2023
Reduced 15.91%
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
4,948
shares
|
$133,299
0.31% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,945
shares
|
$133,218
0.12% of portfolio
|
Q4 2022
New holding
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,945
shares
|
$133,218
0.13% of portfolio
|
Q4 2022
New holding
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 13, 2024 Q2 2024 |
4,936
shares
|
$132,975
0.3% of portfolio
|
Q2 2024
Reduced 51.49%
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 02, 2024 Q3 2024 |
4,838
shares
|
$130,335
0.25% of portfolio
|
Q3 2024
Added 4.24%
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Aug 12, 2024 Q2 2024 |
4,729
shares
|
$127,399
0.07% of portfolio
|
Q2 2024
Reduced 12.17%
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,687
shares
|
$126,267
0.08% of portfolio
|
Q2 2023
Added 0.04%
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
4,684
shares
|
$126,186
0.03% of portfolio
|
Q3 2024
Added 0.73%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
4,668
shares
|
$125,755
0.05% of portfolio
|
Q2 2024
Reduced 9.95%
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
4,651
shares
|
$125,297
0.17% of portfolio
|
Q1 2023
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
4,605
shares
|
$124,058
0.02% of portfolio
|
Q2 2024
Added 28.09%
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
4,569
shares
|
$123,088
0.08% of portfolio
|
Q3 2023
Reduced 13.22%
|