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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,470
shares
|
$97,194
0.01% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
3,460
shares
|
$96,914
0.03% of portfolio
|
Q2 2024
Reduced 3.46%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
3,459
shares
|
$96,886
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
3,422
shares
|
$95,850
0.02% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Oct 15, 2024 Q3 2024 |
3,407
shares
|
$95,430
0.17% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 04, 2024 Q3 2024 |
3,404
shares
|
$95,346
0.1% of portfolio
|
Q3 2024
Reduced 13.36%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
3,389
shares
|
$94,925
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
3,376
shares
|
$94,561
0.06% of portfolio
|
Q3 2024
Reduced 18.28%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
3,373
shares
|
$94,477
0.12% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
3,369
shares
|
$94,365
0.15% of portfolio
|
Q2 2023
Reduced 51.55%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
3,350
shares
|
$93,833
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
3,335
shares
|
$93,413
0.04% of portfolio
|
Q3 2024
Reduced 14.49%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 17, 2024 Q3 2024 |
3,332
shares
|
$93,329
0.13% of portfolio
|
Q2 2024
Reduced 8.26%
|
|
|
Rba Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
3,331
shares
|
$93,301
0.1% of portfolio
|
Q3 2024
Reduced 12.94%
|
|
|
Shearwater Capital LLC
|
Oct 08, 2024 Q3 2024 |
3,331
shares
|
$93,301
0.19% of portfolio
|
Q3 2023
Reduced 9.85%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
3,320
shares
|
$92,993
0.12% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,318
shares
|
$92,937
0.03% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
3,311
shares
|
$92,741
0.02% of portfolio
|
Q3 2024
Reduced 10.22%
|
|
|
Sea Bridge Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
3,290
shares
|
$92,152
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
3,261
shares
|
$91,340
0.03% of portfolio
|
Q1 2024
Reduced 6.88%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
3,256
shares
|
$91,200
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
3,245
shares
|
$90,892
0.03% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,244
shares
|
$90,864
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
3,236
shares
|
$90,640
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
3,210
shares
|
$89,912
0.01% of portfolio
|
Q3 2024
Added 0.31%
|