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 834 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 $3.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
4,296
shares
|
$120,330
0.07% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,287
shares
|
$120,078
0.06% of portfolio
|
Q3 2022
Reduced 12.99%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
4,272
shares
|
$119,658
0.1% of portfolio
|
Q2 2023
Reduced 15.47%
|
|
|
Austin Asset Management CO Inc
|
Nov 01, 2024 Q3 2024 |
4,253
shares
|
$119,126
0.07% of portfolio
|
Q1 2024
Reduced 1.73%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
4,249
shares
|
$119,014
0.03% of portfolio
|
Q3 2024
Added 23.27%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
4,193
shares
|
$117,445
0.01% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
4,169
shares
|
$116,773
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
4,165
shares
|
$116,661
0.01% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,141
shares
|
$115,989
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
4,132
shares
|
$115,737
0.33% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
4,128
shares
|
$115,625
0.06% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
4,122
shares
|
$115,457
0.06% of portfolio
|
Q2 2024
Added 45700.0%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,120
shares
|
$115,401
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
4,119
shares
|
$115,373
0.08% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
4,078
shares
|
$114,224
0.0% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,069
shares
|
$113,972
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Allied Investment Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
4,051
shares
|
$113,468
0.06% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
4,046
shares
|
$113,328
0.0% of portfolio
|
Q3 2024
Added 68.16%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,045
shares
|
$113,300
0.01% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Ahl Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
4,038
shares
|
$113,104
0.22% of portfolio
|
Q4 2022
Reduced 61.65%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,034
shares
|
$112,992
0.01% of portfolio
|
Q3 2024
Added 13.19%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,978
shares
|
$111,423
0.02% of portfolio
|
Q4 2023
Reduced 10.1%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
3,946
shares
|
$110,527
0.0% of portfolio
|
Q2 2024
Reduced 93.61%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
3,894
shares
|
$109,070
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,847
shares
|
$107,754
0.02% of portfolio
|
Q3 2024
Added 3.16%
|