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 831 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 $3.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
2,584
shares
|
$71,835
0.05% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,577
shares
|
$71,640
0.02% of portfolio
|
Q3 2024
Reduced 13.64%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
2,570
shares
|
$71,446
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,544
shares
|
$70,723
0.01% of portfolio
|
Q3 2024
Reduced 38.28%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
2,521
shares
|
$70,083
0.06% of portfolio
|
Q3 2024
Reduced 29.6%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
2,512
shares
|
$69,833
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
2,508
shares
|
$69,722
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Management Resources, Inc.
|
Oct 31, 2024 Q3 2024 |
2,504
shares
|
$69,611
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
2,392
shares
|
$66,497
0.02% of portfolio
|
Q3 2024
Added 60.86%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,373
shares
|
$65,969
0.13% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
2,291
shares
|
$63,689
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
2,286
shares
|
$63,550
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,204
shares
|
$61,271
0.0% of portfolio
|
Q3 2024
Added 2321.98%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
2,202
shares
|
$61,215
0.09% of portfolio
|
Q3 2024
Added 320.23%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,134
shares
|
$59,325
0.01% of portfolio
|
Q2 2024
Reduced 44.6%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
2,133
shares
|
$59,297
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
2,100
shares
|
$58,380
0.04% of portfolio
|
Q4 2018
Reduced 47.33%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,987
shares
|
$55,238
0.02% of portfolio
|
Q3 2024
Added 108.28%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
1,960
shares
|
$54,488
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,886
shares
|
$52,430
0.07% of portfolio
|
Q1 2024
Added 77.09%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,779
shares
|
$49,456
0.11% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
1,766
shares
|
$49,094
0.07% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
1,690
shares
|
$46,982
0.05% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
1,690
shares
|
$46,982
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
1,494
shares
|
$41,533
0.03% of portfolio
|
Q3 2024
Added 3.53%
|