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 831 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 $3.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
67
shares
|
$1,862
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
65
shares
|
$1,807
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
64
shares
|
$1,779
0.0% of portfolio
|
Q1 2024
Reduced 82.37%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
62
shares
|
$1,723
0.0% of portfolio
|
Q3 2024
Reduced 19.48%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
51
shares
|
$1,417
0.0% of portfolio
|
Q2 2020
Reduced 94.12%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
46
shares
|
$1,278
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
45
shares
|
$1,251
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
38
shares
|
$1,056
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
38
shares
|
$1,056
0.0% of portfolio
|
Q3 2023
Reduced 7.32%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
36
shares
|
$1,000
0.0% of portfolio
|
Q4 2023
Reduced 48.57%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
33
shares
|
$917
0.0% of portfolio
|
Q4 2023
Reduced 94.82%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
31
shares
|
$861
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
31
shares
|
$861
0.0% of portfolio
|
Q1 2024
Added 3.33%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
29
shares
|
$806
0.0% of portfolio
|
Q1 2022
Added 52.63%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
27
shares
|
$750
0.0% of portfolio
|
Q2 2024
Reduced 22.86%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
20
shares
|
$556
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
18
shares
|
$500
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
10
shares
|
$278
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
8
shares
|
$222
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
6
shares
|
$166
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
5
shares
|
$139
0.0% of portfolio
|
Q3 2023
Reduced 75.0%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
5
shares
|
$139
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4
shares
|
$111
0.0% of portfolio
|
Q2 2024
Reduced 99.02%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
4
shares
|
$111
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
3
shares
|
$83
0.0% of portfolio
|
Q3 2024
Added 50.0%
|