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 855 institutions that hold shares in the stock, with a total of 199 Million shares, which have been reported (via 13F filing form) to have a value of $5.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
15
shares
|
$406
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
15
shares
|
$406
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
9
shares
|
$243
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
6
shares
|
$162
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
6
shares
|
$162
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
5
shares
|
$135
0.0% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
3
shares
|
$81
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1
shares
|
$27
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1
shares
|
$27
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|