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 |
---|---|---|---|---|---|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
4,088
shares
|
$110,130
0.0% of portfolio
|
Q2 2024
Reduced 86.68%
|
|
Independent Advisor Alliance
|
Aug 12, 2024 Q2 2024 |
4,078
shares
|
$109,861
0.01% of portfolio
|
Q2 2024
Reduced 14.63%
|
|
Allied Investment Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
4,051
shares
|
$109,133
0.06% of portfolio
|
Q2 2024
Added 0.2%
|
|
Ahl Investment Management, Inc.
|
Jul 15, 2024 Q2 2024 |
4,038
shares
|
$108,783
0.22% of portfolio
|
Q4 2022
Reduced 61.65%
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,034
shares
|
$108,675
0.01% of portfolio
|
Q3 2024
Added 13.19%
|
|
Truepoint, Inc.
|
Aug 05, 2024 Q2 2024 |
4,020
shares
|
$108,298
0.01% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,999
shares
|
$107,733
0.01% of portfolio
|
Q1 2024
Reduced 27.59%
|
|
Acropolis Investment Management, LLC
|
Jul 16, 2024 Q2 2024 |
3,978
shares
|
$107,167
0.02% of portfolio
|
Q4 2023
Reduced 10.1%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
3,946
shares
|
$106,305
0.0% of portfolio
|
Q2 2024
Reduced 93.61%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
3,900
shares
|
$105,066
0.0% of portfolio
|
Q2 2024
Reduced 93.56%
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
3,900
shares
|
$105,066
0.05% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
3,894
shares
|
$104,904
0.18% of portfolio
|
Q2 2024
New holding
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,847
shares
|
$103,638
0.02% of portfolio
|
Q3 2024
Added 3.16%
|
|
Waterfront Wealth Inc.
|
Aug 01, 2024 Q2 2024 |
3,818
shares
|
$102,856
0.08% of portfolio
|
Q2 2024
Reduced 18.33%
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
3,810
shares
|
$102,641
0.03% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
Aimz Investment Advisors, LLC
|
Aug 07, 2024 Q2 2024 |
3,800
shares
|
$102,372
0.1% of portfolio
|
Q4 2022
Reduced 5.75%
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
3,777
shares
|
$101,752
0.14% of portfolio
|
Q3 2022
New holding
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
3,774
shares
|
$101,671
0.11% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
First Western Trust Bank
Denver, CO |
Aug 02, 2024 Q2 2024 |
3,768
shares
|
$101,509
0.01% of portfolio
|
Q4 2023
New holding
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Aug 05, 2024 Q2 2024 |
3,756
shares
|
$101,186
0.19% of portfolio
|
Q2 2024
Added 0.16%
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
3,755
shares
|
$101,159
0.07% of portfolio
|
Q3 2024
Added 0.16%
|
|
One Charles Private Wealth Services, LLC
|
Aug 14, 2024 Q2 2024 |
3,743
shares
|
$100,836
0.12% of portfolio
|
Q2 2024
Reduced 13.6%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
3,732
shares
|
$100,540
0.02% of portfolio
|
Q2 2024
New holding
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
3,720
shares
|
$100,216
0.17% of portfolio
|
Q1 2024
New holding
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
3,701
shares
|
$99,704
0.1% of portfolio
|
Q1 2024
Reduced 14.96%
|