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 |
---|---|---|---|---|---|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
3,660
shares
|
$98,600
0.04% of portfolio
|
Q2 2024
Reduced 10.12%
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jul 25, 2024 Q2 2024 |
3,644
shares
|
$98,169
0.0% of portfolio
|
Q2 2024
Reduced 6.3%
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
3,631
shares
|
$97,819
0.01% of portfolio
|
Q2 2024
New holding
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,625
shares
|
$97,657
0.0% of portfolio
|
Q4 2022
New holding
|
|
Landaas & CO
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
3,620
shares
|
$97,522
0.08% of portfolio
|
Q4 2020
New holding
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,572
shares
|
$96,229
0.04% of portfolio
|
Q3 2022
New holding
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
3,562
shares
|
$95,960
0.02% of portfolio
|
Q2 2024
Reduced 30.28%
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 14, 2024 Q2 2024 |
3,551
shares
|
$95,663
0.1% of portfolio
|
Q4 2023
New holding
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 12, 2024 Q2 2024 |
3,544
shares
|
$95,475
0.06% of portfolio
|
Q2 2024
Added 30.01%
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
3,521
shares
|
$94,855
0.05% of portfolio
|
Q3 2024
Added 1.29%
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Aug 13, 2024 Q2 2024 |
3,520
shares
|
$94,828
0.18% of portfolio
|
Q2 2024
New holding
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
3,506
shares
|
$94,451
0.02% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
3,490
shares
|
$94,020
0.02% of portfolio
|
Q2 2024
New holding
|
|
Morris Financial Concepts, Inc.
|
Jul 29, 2024 Q2 2024 |
3,474
shares
|
$93,589
0.12% of portfolio
|
Q2 2024
Reduced 27.22%
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
3,460
shares
|
$93,212
0.03% of portfolio
|
Q2 2024
Reduced 3.46%
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2024 Q2 2024 |
3,447
shares
|
$92,862
0.02% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Oct 15, 2024 Q3 2024 |
3,407
shares
|
$91,784
0.17% of portfolio
|
Q3 2024
Added 0.12%
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 04, 2024 Q3 2024 |
3,404
shares
|
$91,703
0.1% of portfolio
|
Q3 2024
Reduced 13.36%
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
3,389
shares
|
$91,299
0.26% of portfolio
|
Q3 2024
New holding
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
3,376
shares
|
$90,949
0.06% of portfolio
|
Q3 2024
Reduced 18.28%
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
3,373
shares
|
$90,868
0.12% of portfolio
|
Q3 2024
Added 0.15%
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
3,369
shares
|
$90,760
0.15% of portfolio
|
Q2 2023
Reduced 51.55%
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 17, 2024 Q3 2024 |
3,332
shares
|
$89,764
0.13% of portfolio
|
Q2 2024
Reduced 8.26%
|
|
Shearwater Capital LLC
|
Oct 08, 2024 Q3 2024 |
3,331
shares
|
$89,737
0.19% of portfolio
|
Q3 2023
Reduced 9.85%
|
|
Rba Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
3,331
shares
|
$89,737
0.1% of portfolio
|
Q3 2024
Reduced 12.94%
|