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 |
---|---|---|---|---|---|
Rmb Capital Management, LLC
|
Aug 13, 2024 Q2 2024 |
3,331
shares
|
$89,737
0.01% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
3,311
shares
|
$89,198
0.02% of portfolio
|
Q3 2024
Reduced 10.22%
|
|
Sea Bridge Investment Advisors LLC
|
Jul 31, 2024 Q2 2024 |
3,290
shares
|
$88,632
0.06% of portfolio
|
Q4 2022
New holding
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
3,261
shares
|
$87,851
0.03% of portfolio
|
Q1 2024
Reduced 6.88%
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 17, 2024 Q2 2024 |
3,256
shares
|
$87,716
0.12% of portfolio
|
Q4 2022
New holding
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,244
shares
|
$87,393
0.04% of portfolio
|
Q4 2022
New holding
|
|
Bensler, LLC
Bellevue, WA |
Jul 26, 2024 Q2 2024 |
3,238
shares
|
$87,231
0.03% of portfolio
|
Q1 2024
Added 0.09%
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Aug 06, 2024 Q2 2024 |
3,236
shares
|
$87,177
0.14% of portfolio
|
Q2 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
3,216
shares
|
$86,639
0.01% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
3,210
shares
|
$86,477
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
Iag Wealth Partners, LLC
|
Jul 16, 2024 Q2 2024 |
3,190
shares
|
$85,938
0.05% of portfolio
|
Q2 2024
Reduced 4.06%
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Jul 26, 2024 Q2 2024 |
3,180
shares
|
$85,669
0.12% of portfolio
|
Q2 2024
Added 3.25%
|
|
Gs Investments, Inc.
|
Jul 31, 2024 Q2 2024 |
3,160
shares
|
$85,130
0.11% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
3,160
shares
|
$85,130
0.07% of portfolio
|
Q3 2024
Reduced 18.81%
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
3,159
shares
|
$85,103
0.01% of portfolio
|
Q2 2024
Reduced 36.79%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
3,158
shares
|
$85,076
0.01% of portfolio
|
Q2 2024
Reduced 10.05%
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
3,115
shares
|
$83,918
0.02% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
3,094
shares
|
$83,352
0.17% of portfolio
|
Q2 2024
New holding
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,077
shares
|
$82,894
0.01% of portfolio
|
Q4 2022
New holding
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Aug 09, 2024 Q2 2024 |
3,029
shares
|
$81,601
0.22% of portfolio
|
Q2 2024
New holding
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
3,008
shares
|
$81,035
0.01% of portfolio
|
Q4 2023
New holding
|
|
Firestone Capital Management
|
Aug 09, 2024 Q2 2024 |
2,990
shares
|
$80,550
0.06% of portfolio
|
Q1 2024
Added 0.54%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
2,977
shares
|
$80,200
0.0% of portfolio
|
Q2 2024
Reduced 34.97%
|
|
Security National Bank Of So Dak
Sioux City, IA |
Aug 15, 2024 Q2 2024 |
2,961
shares
|
$79,769
0.14% of portfolio
|
Q4 2023
New holding
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
2,960
shares
|
$79,742
0.02% of portfolio
|
Q2 2024
Added 3.61%
|