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 |
---|---|---|---|---|---|
Mascoma Wealth Management LLC
|
Aug 02, 2024 Q2 2024 |
445
shares
|
$11,988
0.01% of portfolio
|
Q4 2022
New holding
|
|
Family Capital Trust CO
|
Aug 08, 2024 Q2 2024 |
433
shares
|
$11,665
0.01% of portfolio
|
Q1 2024
New holding
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 12, 2024 Q2 2024 |
425
shares
|
$11,449
0.02% of portfolio
|
Q1 2020
Reduced 37.68%
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
412
shares
|
$11,099
0.02% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
411
shares
|
$11,072
0.0% of portfolio
|
Q2 2022
New holding
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
402
shares
|
$10,829
0.02% of portfolio
|
Q4 2022
New holding
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
399
shares
|
$10,749
0.01% of portfolio
|
Q1 2024
Added 39800.0%
|
|
Jackson Hole Capital Partners, LLC
|
Aug 13, 2024 Q2 2024 |
390
shares
|
$10,506
0.01% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
386
shares
|
$10,398
0.0% of portfolio
|
Q2 2024
Reduced 48.53%
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
370
shares
|
$9,967
0.02% of portfolio
|
Q2 2024
Reduced 16.29%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
348
shares
|
$9,375
0.0% of portfolio
|
Q2 2024
Reduced 67.66%
|
|
Dagco, Inc.
|
Aug 14, 2024 Q2 2024 |
347
shares
|
$9,348
0.01% of portfolio
|
Q1 2024
New holding
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
345
shares
|
$9,294
0.01% of portfolio
|
Q3 2020
New holding
|
|
Hollencrest Capital Management
|
Aug 12, 2024 Q2 2024 |
332
shares
|
$8,944
0.0% of portfolio
|
Q4 2022
New holding
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
304
shares
|
$8,189
0.0% of portfolio
|
Q2 2024
New holding
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
298
shares
|
$8,028
0.01% of portfolio
|
Q2 2024
Reduced 9.97%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
297
shares
|
$8,001
0.0% of portfolio
|
Q2 2024
New holding
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
292
shares
|
$7,866
0.0% of portfolio
|
Q4 2023
New holding
|
|
Financial Management Professionals, Inc.
|
Jul 12, 2024 Q2 2024 |
286
shares
|
$7,704
0.0% of portfolio
|
Q2 2024
Reduced 20.78%
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
257
shares
|
$6,923
0.02% of portfolio
|
Q1 2024
Added 0.39%
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
220
shares
|
$5,926
0.0% of portfolio
|
Q1 2023
Reduced 16.35%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
205
shares
|
$5,522
0.0% of portfolio
|
Q2 2024
New holding
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
198
shares
|
$5,334
0.0% of portfolio
|
Q2 2022
Added 0.51%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
194
shares
|
$5,226
0.01% of portfolio
|
Q2 2024
Reduced 95.64%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
186
shares
|
$5,010
0.0% of portfolio
|
Q2 2024
New holding
|