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 |
---|---|---|---|---|---|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
4,533
shares
|
$122,119
0.21% of portfolio
|
Q3 2024
Added 1.14%
|
|
True Vision Mn LLC
Woodbury, MN |
Aug 09, 2024 Q2 2024 |
4,519
shares
|
$121,741
0.22% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
Associated Banc Corp
Green Bay, WI |
Aug 01, 2024 Q2 2024 |
4,482
shares
|
$120,745
0.01% of portfolio
|
Q2 2022
Reduced 37.92%
|
|
Tenret CO LLC
|
Jul 29, 2024 Q2 2024 |
4,447
shares
|
$119,802
0.23% of portfolio
|
Q2 2023
Added 0.43%
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Aug 02, 2024 Q2 2024 |
4,444
shares
|
$119,721
0.07% of portfolio
|
Q2 2024
Added 20.43%
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
4,416
shares
|
$118,967
0.11% of portfolio
|
Q3 2023
New holding
|
|
Colton Groome Financial Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
4,374
shares
|
$117,835
0.13% of portfolio
|
Q2 2024
Reduced 4.04%
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
4,372
shares
|
$117,781
0.06% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
4,342
shares
|
$116,973
0.11% of portfolio
|
Q2 2024
Reduced 15.23%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
4,318
shares
|
$116,326
0.01% of portfolio
|
Q2 2024
Added 1.77%
|
|
Geometric Wealth Advisors
|
Aug 13, 2024 Q2 2024 |
4,289
shares
|
$115,545
0.07% of portfolio
|
Q2 2024
Added 0.47%
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,287
shares
|
$115,491
0.06% of portfolio
|
Q3 2022
Reduced 12.99%
|
|
G2 Capital Management, LLC
Columbus, OH |
Aug 09, 2024 Q2 2024 |
4,272
shares
|
$115,087
0.1% of portfolio
|
Q2 2023
Reduced 15.47%
|
|
Austin Asset Management CO Inc
|
Aug 12, 2024 Q2 2024 |
4,253
shares
|
$114,575
0.07% of portfolio
|
Q1 2024
Reduced 1.73%
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Jul 30, 2024 Q2 2024 |
4,193
shares
|
$112,959
0.16% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
4,169
shares
|
$112,312
0.17% of portfolio
|
Q1 2024
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
4,149
shares
|
$111,774
0.0% of portfolio
|
Q2 2024
Added 14.27%
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,141
shares
|
$111,558
0.08% of portfolio
|
Q1 2024
New holding
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
4,133
shares
|
$111,343
0.1% of portfolio
|
Q2 2024
Added 9.22%
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
4,128
shares
|
$111,208
0.06% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
4,122
shares
|
$111,046
0.01% of portfolio
|
Q2 2024
New holding
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
4,122
shares
|
$111,046
0.06% of portfolio
|
Q2 2024
Added 45700.0%
|
|
Ieq Capital, LLC
|
Aug 12, 2024 Q2 2024 |
4,120
shares
|
$110,992
0.0% of portfolio
|
Q4 2023
New holding
|
|
Elm Partners Management LLC
|
Jul 31, 2024 Q2 2024 |
4,095
shares
|
$110,319
0.02% of portfolio
|
Q1 2024
New holding
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2024 Q2 2024 |
4,091
shares
|
$110,211
0.32% of portfolio
|
Q2 2024
Added 1.79%
|