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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
119,971
shares
|
$3.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
115,401
shares
|
$3.21 Million
1.0% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
White Pine Investment CO
|
Oct 29, 2024 Q3 2024 |
115,099
shares
|
$3.2 Million
2.67% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
112,721
shares
|
$3.13 Million
2.12% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
112,173
shares
|
$3.12 Million
1.25% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
109,233
shares
|
$3.04 Million
2.56% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
108,758
shares
|
$3.02 Million
0.2% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
106,238
shares
|
$2.95 Million
1.41% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
104,184
shares
|
$2.9 Million
3.64% of portfolio
|
Q3 2024
Reduced 11.89%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
102,576
shares
|
$2.85 Million
1.6% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
101,136
shares
|
$2.81 Million
0.42% of portfolio
|
Q3 2022
Reduced 1.72%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
99,311
shares
|
$2.76 Million
0.08% of portfolio
|
Q3 2024
Added 14.18%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
97,297
shares
|
$2.7 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
96,954
shares
|
$2.7 Million
0.3% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
94,728
shares
|
$2.63 Million
4.19% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
94,131
shares
|
$2.62 Million
2.52% of portfolio
|
Q3 2024
Added 17.58%
|
|
|
Bishop & CO Investment Management, LLC
|
Nov 12, 2024 Q3 2024 |
94,065
shares
|
$2.62 Million
2.88% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
93,239
shares
|
$2.59 Million
3.99% of portfolio
|
Q2 2023
Added 93139.0%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
93,080
shares
|
$2.59 Million
3.52% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
91,992
shares
|
$2.56 Million
0.88% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
88,736
shares
|
$2.47 Million
0.74% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
88,640
shares
|
$2.46 Million
0.26% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
88,376
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
87,619
shares
|
$2.44 Million
2.81% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
87,372
shares
|
$2.43 Million
2.37% of portfolio
|
Q3 2024
Reduced 1.8%
|