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 |
---|---|---|---|---|---|
Wintrust Investments LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
2,936
shares
|
$79,095
0.02% of portfolio
|
Q4 2023
New holding
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
2,925
shares
|
$78,799
0.02% of portfolio
|
Q2 2024
Added 226.82%
|
|
Pb Mares Wealth Management LLC
|
Jul 22, 2024 Q2 2024 |
2,907
shares
|
$78,314
0.05% of portfolio
|
Q1 2024
New holding
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,893
shares
|
$77,937
0.03% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
2,887
shares
|
$77,775
0.11% of portfolio
|
Q2 2024
Reduced 10.95%
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
2,884
shares
|
$77,694
0.12% of portfolio
|
Q3 2024
New holding
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
2,871
shares
|
$77,344
0.02% of portfolio
|
Q3 2024
Added 0.17%
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
2,846
shares
|
$76,671
0.07% of portfolio
|
Q2 2024
Added 13.34%
|
|
Strategic Wealth Investment Group, LLC
|
Aug 13, 2024 Q2 2024 |
2,843
shares
|
$76,590
0.03% of portfolio
|
Q2 2024
New holding
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Jul 30, 2024 Q2 2024 |
2,838
shares
|
$76,455
0.19% of portfolio
|
Q1 2024
New holding
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
2,835
shares
|
$76,374
0.11% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
2,828
shares
|
$76,186
0.08% of portfolio
|
Q3 2024
Added 1.25%
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
2,826
shares
|
$76,132
0.01% of portfolio
|
Q3 2024
Reduced 29.12%
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
2,813
shares
|
$75,782
0.05% of portfolio
|
Q3 2024
Added 201.5%
|
|
Brickley Wealth Management
|
Jul 22, 2024 Q2 2024 |
2,799
shares
|
$75,405
0.05% of portfolio
|
Q2 2024
Added 0.5%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
2,791
shares
|
$75,189
0.01% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,791
shares
|
$75,189
0.04% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
2,784
shares
|
$75,000
0.01% of portfolio
|
Q3 2024
Added 0.61%
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Aug 08, 2024 Q2 2024 |
2,776
shares
|
$74,785
0.0% of portfolio
|
Q2 2024
New holding
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Jul 31, 2024 Q2 2024 |
2,766
shares
|
$74,516
0.17% of portfolio
|
Q2 2024
Reduced 33.01%
|
|
Lutz Financial Services LLC
|
Jul 29, 2024 Q2 2024 |
2,759
shares
|
$74,327
0.02% of portfolio
|
Q1 2024
New holding
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
2,757
shares
|
$74,273
0.05% of portfolio
|
Q1 2024
New holding
|
|
Focused Wealth Management, Inc
|
Jul 30, 2024 Q2 2024 |
2,756
shares
|
$74,246
0.03% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
2,745
shares
|
$73,950
0.01% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
2,733
shares
|
$73,627
0.07% of portfolio
|
Q2 2024
Reduced 5.01%
|