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 |
---|---|---|---|---|---|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
304,277
shares
|
$8.22 Million
0.56% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
302,779
shares
|
$8.18 Million
0.16% of portfolio
|
Q2 2024
Added 30.43%
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
299,895
shares
|
$8.1 Million
2.25% of portfolio
|
Q2 2024
Reduced 9.99%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
280,030
shares
|
$7.56 Million
0.46% of portfolio
|
Q3 2022
Added 181.1%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
274,510
shares
|
$7.41 Million
1.49% of portfolio
|
Q4 2022
Reduced 0.36%
|
|
Sage Financial Group Inc
|
Aug 02, 2024 Q2 2024 |
273,788
shares
|
$7.39 Million
1.76% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
270,229
shares
|
$7.3 Million
2.37% of portfolio
|
Q2 2024
Added 3.44%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
269,480
shares
|
$7.28 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
260,219
shares
|
$7.03 Million
11.26% of portfolio
|
Q2 2023
New holding
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
254,757
shares
|
$6.88 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
252,517
shares
|
$6.82 Million
0.07% of portfolio
|
Q2 2024
Added 8.11%
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
251,682
shares
|
$6.8 Million
3.56% of portfolio
|
Q4 2023
Added 7.53%
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 16, 2024 Q2 2024 |
230,755
shares
|
$6.23 Million
4.92% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Vista Private Wealth Partners. LLC
|
Aug 05, 2024 Q2 2024 |
227,060
shares
|
$6.13 Million
6.77% of portfolio
|
Q2 2024
Added 5.31%
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
221,495
shares
|
$5.98 Million
1.58% of portfolio
|
Q2 2024
Added 14.27%
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
215,593
shares
|
$5.82 Million
1.11% of portfolio
|
Q2 2024
Reduced 4.5%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
205,528
shares
|
$5.55 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.53%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
201,928
shares
|
$5.45 Million
6.72% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
198,162
shares
|
$5.35 Million
6.72% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
192,422
shares
|
$5.2 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
192,335
shares
|
$5.19 Million
0.43% of portfolio
|
Q2 2024
Added 0.04%
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
190,094
shares
|
$5.13 Million
3.24% of portfolio
|
Q4 2023
Added 6.04%
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 12, 2024 Q2 2024 |
189,955
shares
|
$5.13 Million
4.21% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
176,359
shares
|
$4.76 Million
0.39% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
Global Strategic Investment Solutions, LLC
|
Aug 14, 2024 Q2 2024 |
175,536
shares
|
$4.74 Million
1.68% of portfolio
|
Q2 2024
Reduced 0.01%
|