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 |
---|---|---|---|---|---|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
1,766
shares
|
$47,576
0.07% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jul 23, 2024 Q2 2024 |
1,690
shares
|
$45,528
0.12% of portfolio
|
Q4 2023
New holding
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
1,593
shares
|
$42,915
0.0% of portfolio
|
Q1 2024
Added 0.5%
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
1,544
shares
|
$41,595
0.0% of portfolio
|
Q2 2024
Reduced 29.75%
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
1,494
shares
|
$40,248
0.03% of portfolio
|
Q3 2024
Added 3.53%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
1,487
shares
|
$40,059
0.01% of portfolio
|
Q2 2024
Added 0.61%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
1,477
shares
|
$39,790
0.01% of portfolio
|
Q2 2024
New holding
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
1,465
shares
|
$39,467
0.11% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
1,451
shares
|
$39,089
0.05% of portfolio
|
Q3 2024
Added 1.11%
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
1,428
shares
|
$38,470
0.01% of portfolio
|
Q1 2024
Added 0.56%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,380
shares
|
$37,177
0.0% of portfolio
|
Q2 2024
Added 2.45%
|
|
Rocky Mountain Advisers, LLC
|
Aug 06, 2024 Q2 2024 |
1,380
shares
|
$37,177
0.09% of portfolio
|
Q3 2020
Reduced 32.81%
|
|
Citizens National Bank Trust Department
|
Jul 22, 2024 Q2 2024 |
1,200
shares
|
$32,328
0.02% of portfolio
|
Q1 2024
New holding
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
1,186
shares
|
$31,950
0.01% of portfolio
|
Q3 2024
Added 0.94%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,176
shares
|
$31,681
0.01% of portfolio
|
Q3 2022
Reduced 20.81%
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,159
shares
|
$31,223
0.02% of portfolio
|
Q3 2024
Added 12.96%
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
1,150
shares
|
$30,981
0.0% of portfolio
|
Q3 2024
New holding
|
|
Howe & Rusling Inc
Rochester, NY |
Aug 13, 2024 Q2 2024 |
1,113
shares
|
$29,984
0.01% of portfolio
|
Q1 2024
Added 0.54%
|
|
Aspire Private Capital, LLC
|
Jul 15, 2024 Q2 2024 |
1,112
shares
|
$29,957
0.02% of portfolio
|
Q1 2024
New holding
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,022
shares
|
$27,532
0.0% of portfolio
|
Q3 2022
Reduced 33.2%
|
|
Washington Trust CO
|
Jul 15, 2024 Q2 2024 |
1,010
shares
|
$27,209
0.0% of portfolio
|
Q2 2024
Added 2785.71%
|
|
Rosenberg Matthew Hamilton
|
Jul 26, 2024 Q2 2024 |
1,000
shares
|
$26,940
0.02% of portfolio
|
Q1 2020
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
954
shares
|
$25,700
0.01% of portfolio
|
Q1 2024
Reduced 35.01%
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
923
shares
|
$24,865
0.0% of portfolio
|
Q3 2023
Reduced 3.85%
|
|
Jnba Financial Advisors
|
Jul 22, 2024 Q2 2024 |
911
shares
|
$24,542
0.01% of portfolio
|
Q1 2024
Reduced 2.04%
|