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 |
|---|---|---|---|---|---|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,945
shares
|
$137,471
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,945
shares
|
$137,471
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
4,853
shares
|
$134,913
0.05% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 02, 2024 Q3 2024 |
4,838
shares
|
$134,496
0.25% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,687
shares
|
$130,298
0.08% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
4,684
shares
|
$130,215
0.03% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
4,670
shares
|
$129,826
0.05% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
4,651
shares
|
$129,297
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
4,549
shares
|
$126,462
0.22% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
4,533
shares
|
$126,017
0.21% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,488
shares
|
$124,766
0.02% of portfolio
|
Q3 2024
Reduced 23.37%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
4,482
shares
|
$124,599
0.01% of portfolio
|
Q2 2022
Reduced 37.92%
|
|
|
Tenret CO LLC
|
Nov 14, 2024 Q3 2024 |
4,447
shares
|
$123,626
0.22% of portfolio
|
Q2 2023
Added 0.43%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
4,428
shares
|
$123,098
0.0% of portfolio
|
Q3 2024
Reduced 85.44%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
4,419
shares
|
$122,848
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
4,416
shares
|
$122,764
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
4,415
shares
|
$122,737
0.01% of portfolio
|
Q3 2024
Reduced 17.34%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,375
shares
|
$121,625
0.01% of portfolio
|
Q3 2024
Reduced 63.54%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
4,373
shares
|
$121,569
0.01% of portfolio
|
Q3 2024
Reduced 57.06%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
4,372
shares
|
$121,541
0.06% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
4,358
shares
|
$121,152
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
4,342
shares
|
$120,707
0.11% of portfolio
|
Q2 2024
Reduced 15.23%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
4,296
shares
|
$119,428
0.07% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,287
shares
|
$119,178
0.06% of portfolio
|
Q3 2022
Reduced 12.99%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
4,272
shares
|
$118,761
0.1% of portfolio
|
Q2 2023
Reduced 15.47%
|