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 |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
204,510
shares
|
$5.69 Million
6.66% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
198,162
shares
|
$5.51 Million
6.72% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
190,094
shares
|
$5.28 Million
3.24% of portfolio
|
Q4 2023
Added 6.04%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
189,210
shares
|
$5.26 Million
4.23% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
184,657
shares
|
$5.13 Million
0.43% of portfolio
|
Q3 2024
Added 2165.17%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
182,592
shares
|
$5.08 Million
2.51% of portfolio
|
Q3 2024
Added 186.84%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
179,793
shares
|
$5 Million
2.74% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
176,592
shares
|
$4.91 Million
1.75% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
176,359
shares
|
$4.9 Million
0.39% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 09, 2024 Q3 2024 |
174,640
shares
|
$4.85 Million
2.87% of portfolio
|
Q3 2020
Added 1.89%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
168,893
shares
|
$4.7 Million
6.61% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
168,000
shares
|
$4.67 Million
2.05% of portfolio
|
Q2 2024
New holding
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
167,970
shares
|
$4.67 Million
5.63% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
160,731
shares
|
$4.47 Million
0.62% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
159,862
shares
|
$4.44 Million
4.57% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
157,929
shares
|
$4.39 Million
6.05% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
152,865
shares
|
$4.25 Million
4.28% of portfolio
|
Q3 2024
Added 43.89%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
149,814
shares
|
$4.16 Million
0.57% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
147,433
shares
|
$4.1 Million
6.16% of portfolio
|
Q3 2024
Added 162.71%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
138,389
shares
|
$3.85 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
137,606
shares
|
$3.83 Million
0.04% of portfolio
|
Q3 2024
Added 10.97%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
134,952
shares
|
$3.75 Million
0.15% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
134,265
shares
|
$3.73 Million
2.8% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
126,714
shares
|
$3.52 Million
3.89% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
122,382
shares
|
$3.4 Million
1.78% of portfolio
|
Q3 2024
Added 3.05%
|