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 |
|---|---|---|---|---|---|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
1,690
shares
|
$47,336
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
1,690
shares
|
$47,336
0.05% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
1,494
shares
|
$41,846
0.03% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
1,465
shares
|
$41,034
0.11% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
1,451
shares
|
$40,642
0.05% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1,444
shares
|
$40,446
0.01% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,436
shares
|
$40,222
0.0% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
1,416
shares
|
$39,662
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,380
shares
|
$38,653
0.0% of portfolio
|
Q2 2024
Added 2.45%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
1,380
shares
|
$38,653
0.09% of portfolio
|
Q3 2020
Reduced 32.81%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
1,320
shares
|
$36,973
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
1,209
shares
|
$33,864
0.0% of portfolio
|
Q3 2024
Reduced 24.11%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
1,200
shares
|
$33,612
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
1,186
shares
|
$33,219
0.01% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,176
shares
|
$32,939
0.01% of portfolio
|
Q3 2022
Reduced 20.81%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,159
shares
|
$32,463
0.02% of portfolio
|
Q3 2024
Added 12.96%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
1,150
shares
|
$32,211
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
1,126
shares
|
$31,539
0.01% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
1,112
shares
|
$31,147
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,081
shares
|
$30,278
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,057
shares
|
$29,606
0.0% of portfolio
|
Q3 2024
Added 173.83%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,022
shares
|
$28,626
0.0% of portfolio
|
Q3 2022
Reduced 33.2%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$28,010
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
1,000
shares
|
$28,010
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
923
shares
|
$25,853
0.0% of portfolio
|
Q3 2023
Reduced 3.85%
|