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 |
---|---|---|---|---|---|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
2,733
shares
|
$73,627
0.22% of portfolio
|
Q3 2024
New holding
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
2,717
shares
|
$73,195
0.02% of portfolio
|
Q2 2024
Added 4.02%
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Aug 07, 2024 Q2 2024 |
2,711
shares
|
$73,034
0.19% of portfolio
|
Q1 2024
New holding
|
|
Synergy Financial Group, LTD
|
Aug 13, 2024 Q2 2024 |
2,701
shares
|
$72,764
0.21% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
2,700
shares
|
$72,738
0.04% of portfolio
|
Q1 2024
New holding
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 14, 2024 Q2 2024 |
2,643
shares
|
$71,202
0.05% of portfolio
|
Q2 2024
Added 11.66%
|
|
Home Federal Bank Of Tennessee
|
Oct 21, 2024 Q3 2024 |
2,635
shares
|
$70,986
0.06% of portfolio
|
Q3 2024
New holding
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,628
shares
|
$70,798
0.01% of portfolio
|
Q3 2024
New holding
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,577
shares
|
$69,424
0.02% of portfolio
|
Q3 2024
Reduced 13.64%
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
2,573
shares
|
$69,316
0.01% of portfolio
|
Q2 2024
Added 5.75%
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
2,570
shares
|
$69,235
0.08% of portfolio
|
Q3 2024
New holding
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
2,521
shares
|
$67,915
0.06% of portfolio
|
Q3 2024
Reduced 29.6%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
2,513
shares
|
$67,700
0.01% of portfolio
|
Q2 2024
Added 108.72%
|
|
Cutler Capital Management, LLC
Worcester, MA |
Aug 14, 2024 Q2 2024 |
2,436
shares
|
$65,625
0.11% of portfolio
|
Q2 2024
Reduced 17.9%
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
2,406
shares
|
$64,817
0.0% of portfolio
|
Q2 2024
Reduced 22.01%
|
|
Planning Capital Management Corp
Paoli, PA |
Aug 12, 2024 Q2 2024 |
2,347
shares
|
$63,228
0.12% of portfolio
|
Q1 2024
Reduced 2.74%
|
|
Goal Vest Advisory LLC
|
Jul 30, 2024 Q2 2024 |
2,291
shares
|
$61,719
0.05% of portfolio
|
Q1 2024
New holding
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
2,202
shares
|
$59,321
0.09% of portfolio
|
Q3 2024
Added 320.23%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,134
shares
|
$57,489
0.01% of portfolio
|
Q2 2024
Reduced 44.6%
|
|
Chilton Capital Management LLC
Houston, TX |
Aug 01, 2024 Q2 2024 |
2,133
shares
|
$57,463
0.01% of portfolio
|
Q1 2023
New holding
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
2,100
shares
|
$56,574
0.04% of portfolio
|
Q4 2018
Reduced 47.33%
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
1,960
shares
|
$52,802
0.06% of portfolio
|
Q3 2024
New holding
|
|
Missouri Trust & Investment CO
Springfield, MO |
Aug 14, 2024 Q2 2024 |
1,940
shares
|
$52,263
0.05% of portfolio
|
Q2 2024
Reduced 8.27%
|
|
Hazlett, Burt & Watson, Inc.
|
Aug 07, 2024 Q2 2024 |
1,886
shares
|
$50,808
0.07% of portfolio
|
Q1 2024
Added 77.09%
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,779
shares
|
$47,926
0.11% of portfolio
|
Q3 2024
Added 1.14%
|