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 |
|---|---|---|---|---|---|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
85,116
shares
|
$2.37 Million
1.26% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
84,726
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
83,902
shares
|
$2.33 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
81,138
shares
|
$2.26 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
80,851
shares
|
$2.25 Million
0.31% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
80,715
shares
|
$2.24 Million
0.03% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
77,193
shares
|
$2.15 Million
4.87% of portfolio
|
Q3 2024
Reduced 9.3%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
75,038
shares
|
$2.09 Million
0.55% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
74,304
shares
|
$2.07 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
74,257
shares
|
$2.06 Million
0.83% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
73,927
shares
|
$2.06 Million
1.62% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
73,284
shares
|
$2.04 Million
0.37% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
72,954
shares
|
$2.03 Million
3.38% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
72,746
shares
|
$2.02 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
72,648
shares
|
$2.02 Million
3.96% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Gunma Bank,Ltd.
|
Nov 06, 2024 Q3 2024 |
72,000
shares
|
$2 Million
2.38% of portfolio
|
Q3 2024
Added 44.0%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
71,915
shares
|
$2 Million
0.2% of portfolio
|
Q2 2024
Added 164.73%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
71,561
shares
|
$1.99 Million
3.1% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
70,795
shares
|
$1.97 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
70,503
shares
|
$1.96 Million
0.97% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
69,869
shares
|
$1.94 Million
1.33% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
68,425
shares
|
$1.9 Million
1.65% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
68,135
shares
|
$1.89 Million
0.1% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
67,179
shares
|
$1.87 Million
0.78% of portfolio
|
Q3 2024
Added 205.08%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
65,900
shares
|
$1.83 Million
2.94% of portfolio
|
Q3 2024
Reduced 0.61%
|