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 |
---|---|---|---|---|---|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
184
shares
|
$4,956
0.01% of portfolio
|
Q1 2024
Added 0.55%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
180
shares
|
$4,849
0.0% of portfolio
|
Q3 2024
New holding
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
178
shares
|
$4,795
0.0% of portfolio
|
Q2 2024
Added 11.25%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
178
shares
|
$4,795
0.01% of portfolio
|
Q1 2024
Added 0.56%
|
|
Sandy Spring Bank
|
Aug 06, 2024 Q2 2024 |
177
shares
|
$4,768
0.0% of portfolio
|
Q2 2024
Reduced 70.6%
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
169
shares
|
$4,552
0.0% of portfolio
|
Q3 2024
Added 0.6%
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
165
shares
|
$4,445
0.0% of portfolio
|
Q1 2024
Reduced 36.54%
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 13, 2024 Q2 2024 |
161
shares
|
$4,337
0.01% of portfolio
|
Q4 2022
New holding
|
|
Sym Financial Corp
|
Aug 08, 2024 Q2 2024 |
159
shares
|
$4,283
0.0% of portfolio
|
Q2 2024
New holding
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
151
shares
|
$4,067
0.0% of portfolio
|
Q3 2024
New holding
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
150
shares
|
$4,041
0.0% of portfolio
|
Q4 2022
Reduced 66.67%
|
|
Evermay Wealth Management LLC
Arlington, VA |
Aug 01, 2024 Q2 2024 |
150
shares
|
$4,041
0.0% of portfolio
|
Q3 2022
New holding
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
142
shares
|
$3,825
0.0% of portfolio
|
Q4 2023
Reduced 95.09%
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
136
shares
|
$3,663
0.0% of portfolio
|
Q1 2023
New holding
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
131
shares
|
$3,529
0.01% of portfolio
|
Q2 2024
Added 4.8%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
129
shares
|
$3,475
0.0% of portfolio
|
Q2 2024
Added 20.56%
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
125
shares
|
$3,367
0.0% of portfolio
|
Q3 2023
Added 25.0%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
122
shares
|
$3,286
0.0% of portfolio
|
Q1 2023
New holding
|
|
Morton Brown Family Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
118
shares
|
$3,178
0.0% of portfolio
|
Q2 2022
New holding
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
111
shares
|
$2,990
0.0% of portfolio
|
Q2 2023
New holding
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 02, 2024 Q2 2024 |
100
shares
|
$2,694
0.0% of portfolio
|
Q4 2021
New holding
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jul 31, 2024 Q2 2024 |
100
shares
|
$2,694
0.0% of portfolio
|
Q3 2023
Added 66.67%
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
94
shares
|
$2,532
0.0% of portfolio
|
Q2 2024
Reduced 72.75%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
91
shares
|
$2,451
0.0% of portfolio
|
Q2 2024
Reduced 95.19%
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 15, 2024 Q2 2024 |
89
shares
|
$2,397
0.0% of portfolio
|
Q2 2024
Reduced 49.43%
|