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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
314,045
shares
|
$8.73 Million
0.06% of portfolio
|
Q3 2024
Added 132.74%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
313,067
shares
|
$8.7 Million
1.17% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
310,141
shares
|
$8.62 Million
0.36% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
306,635
shares
|
$8.52 Million
2.33% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
304,277
shares
|
$8.46 Million
0.56% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
286,096
shares
|
$7.95 Million
8.66% of portfolio
|
Q3 2024
Added 353.76%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
285,378
shares
|
$7.93 Million
0.08% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
280,030
shares
|
$7.78 Million
0.46% of portfolio
|
Q3 2022
Added 181.1%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
277,478
shares
|
$7.71 Million
0.13% of portfolio
|
Q3 2024
Reduced 17.45%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
275,701
shares
|
$7.66 Million
2.56% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
274,510
shares
|
$7.63 Million
1.49% of portfolio
|
Q4 2022
Reduced 0.36%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
271,958
shares
|
$7.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.3%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
270,545
shares
|
$7.52 Million
1.78% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
269,276
shares
|
$7.49 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
260,219
shares
|
$7.23 Million
11.26% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
254,757
shares
|
$7.08 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
251,682
shares
|
$7 Million
3.56% of portfolio
|
Q4 2023
Added 7.53%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
245,164
shares
|
$6.82 Million
0.06% of portfolio
|
Q3 2024
Added 128.1%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
230,085
shares
|
$6.4 Million
4.97% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
227,060
shares
|
$6.31 Million
6.99% of portfolio
|
Q2 2024
Added 5.31%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
224,509
shares
|
$6.24 Million
1.6% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
217,084
shares
|
$6.03 Million
0.56% of portfolio
|
Q3 2024
Added 1175.46%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
215,593
shares
|
$5.99 Million
1.11% of portfolio
|
Q2 2024
Reduced 4.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
211,470
shares
|
$5.88 Million
0.06% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
208,127
shares
|
$5.79 Million
0.0% of portfolio
|
Q3 2024
Added 1.26%
|