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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
453
shares
|
$12,688
0.01% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
451
shares
|
$12,632
0.0% of portfolio
|
Q3 2024
Reduced 55.35%
|
|
|
Family Capital Trust CO
|
Oct 29, 2024 Q3 2024 |
433
shares
|
$12,128
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
425
shares
|
$11,904
0.02% of portfolio
|
Q1 2020
Reduced 37.68%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
412
shares
|
$11,540
0.02% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
411
shares
|
$11,512
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
402
shares
|
$11,260
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
400
shares
|
$11,204
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
399
shares
|
$11,175
0.01% of portfolio
|
Q1 2024
Added 39800.0%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
390
shares
|
$10,923
0.01% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
387
shares
|
$10,839
0.01% of portfolio
|
Q3 2024
Reduced 50.13%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
374
shares
|
$10,475
0.03% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
348
shares
|
$9,747
0.0% of portfolio
|
Q2 2024
Reduced 67.66%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
347
shares
|
$9,719
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
345
shares
|
$9,663
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
332
shares
|
$9,299
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
331
shares
|
$9,271
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
305
shares
|
$8,543
0.0% of portfolio
|
Q3 2024
Added 205.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
304
shares
|
$8,515
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
298
shares
|
$8,346
0.01% of portfolio
|
Q2 2024
Reduced 9.97%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
293
shares
|
$8,206
0.02% of portfolio
|
Q3 2024
Reduced 90.02%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
292
shares
|
$8,178
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
261
shares
|
$7,310
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
260
shares
|
$7,282
0.02% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
220
shares
|
$6,162
0.0% of portfolio
|
Q1 2023
Reduced 16.35%
|