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 |
---|---|---|---|---|---|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
900
shares
|
$24,246
0.03% of portfolio
|
Q1 2022
New holding
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
893
shares
|
$24,057
0.0% of portfolio
|
Q2 2024
Added 7.85%
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
828
shares
|
$22,306
0.02% of portfolio
|
Q3 2024
New holding
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
805
shares
|
$21,686
0.0% of portfolio
|
Q4 2022
Added 5.92%
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
776
shares
|
$20,905
0.02% of portfolio
|
Q2 2024
Added 97.96%
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
771
shares
|
$20,770
0.02% of portfolio
|
Q3 2024
Reduced 11.48%
|
|
Horizon Financial Services, LLC
|
Aug 15, 2024 Q2 2024 |
748
shares
|
$20,151
0.04% of portfolio
|
Q1 2024
New holding
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Aug 14, 2024 Q2 2024 |
736
shares
|
$19,827
0.0% of portfolio
|
Q1 2024
Added 0.27%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
691
shares
|
$18,615
0.0% of portfolio
|
Q2 2024
Reduced 22.88%
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
680
shares
|
$18,319
0.0% of portfolio
|
Q2 2023
Reduced 69.86%
|
|
Farmers & Merchants Investments Inc
|
Aug 05, 2024 Q2 2024 |
668
shares
|
$17,995
0.0% of portfolio
|
Q2 2024
New holding
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
597
shares
|
$16,083
0.01% of portfolio
|
Q2 2024
Added 138.8%
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
594
shares
|
$16,002
0.01% of portfolio
|
Q4 2022
Reduced 6.75%
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
589
shares
|
$15,867
0.01% of portfolio
|
Q3 2024
Reduced 53.11%
|
|
Mitchell Sinkler & Starr
|
Aug 07, 2024 Q2 2024 |
560
shares
|
$15,086
0.01% of portfolio
|
Q2 2024
Added 12.0%
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 10, 2024 Q2 2024 |
539
shares
|
$14,520
0.02% of portfolio
|
Q1 2024
Added 0.37%
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
523
shares
|
$14,089
0.01% of portfolio
|
Q3 2022
Added 248.67%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
520
shares
|
$14,008
0.0% of portfolio
|
Q2 2024
New holding
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 26, 2024 Q2 2024 |
519
shares
|
$13,981
0.02% of portfolio
|
Q1 2024
New holding
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Aug 05, 2024 Q2 2024 |
500
shares
|
$13,470
0.01% of portfolio
|
Q4 2021
Reduced 42.06%
|
|
En Rich Financial Partners LLC
Madison, WI |
Aug 13, 2024 Q2 2024 |
489
shares
|
$13,173
0.01% of portfolio
|
Q1 2024
New holding
|
|
Nwk Group, Inc.
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
472
shares
|
$12,715
0.01% of portfolio
|
Q2 2023
Added 3.28%
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
463
shares
|
$12,473
0.01% of portfolio
|
Q3 2024
Added 0.87%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
462
shares
|
$12,446
0.0% of portfolio
|
Q1 2023
Added 6.7%
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
453
shares
|
$12,203
0.01% of portfolio
|
Q3 2024
Reduced 3.21%
|