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 |
|---|---|---|---|---|---|
|
Aimz Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,800
shares
|
$105,640
0.11% of portfolio
|
Q4 2022
Reduced 5.75%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
3,777
shares
|
$105,000
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
3,774
shares
|
$104,917
0.11% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
3,768
shares
|
$104,750
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
3,756
shares
|
$104,416
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
3,755
shares
|
$104,389
0.07% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
3,752
shares
|
$104,305
0.14% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
3,750
shares
|
$104,250
0.2% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
3,720
shares
|
$103,416
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
3,716
shares
|
$103,304
0.0% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
3,701
shares
|
$102,887
0.1% of portfolio
|
Q1 2024
Reduced 14.96%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
3,690
shares
|
$102,582
0.07% of portfolio
|
Q3 2024
Reduced 16.97%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,625
shares
|
$100,775
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
3,614
shares
|
$100,469
0.01% of portfolio
|
Q3 2024
Reduced 10.1%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,572
shares
|
$99,301
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
3,551
shares
|
$98,717
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,528
shares
|
$98,078
0.01% of portfolio
|
Q3 2024
Added 28.52%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
3,522
shares
|
$97,911
0.05% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
3,521
shares
|
$97,883
0.05% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
3,514
shares
|
$97,689
0.01% of portfolio
|
Q3 2024
Added 39.83%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
3,506
shares
|
$97,466
0.02% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
3,471
shares
|
$96,493
0.01% of portfolio
|
Q3 2024
Reduced 19.62%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,470
shares
|
$96,466
0.01% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
3,460
shares
|
$96,188
0.03% of portfolio
|
Q2 2024
Reduced 3.46%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
3,422
shares
|
$95,131
0.02% of portfolio
|
Q3 2024
Reduced 3.93%
|