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 |
|---|---|---|---|---|---|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
65,470
shares
|
$1.82 Million
1.23% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
65,072
shares
|
$1.81 Million
3.45% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
64,915
shares
|
$1.8 Million
1.11% of portfolio
|
Q3 2024
Added 185.73%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
64,783
shares
|
$1.8 Million
3.6% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
62,732
shares
|
$1.74 Million
0.51% of portfolio
|
Q4 2023
Added 1.46%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
62,397
shares
|
$1.73 Million
2.01% of portfolio
|
Q3 2024
Added 106.58%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
62,375
shares
|
$1.73 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
60,876
shares
|
$1.69 Million
2.84% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
60,232
shares
|
$1.67 Million
0.54% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
60,042
shares
|
$1.67 Million
2.9% of portfolio
|
Q1 2023
Reduced 2.82%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
59,373
shares
|
$1.65 Million
0.67% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
59,209
shares
|
$1.65 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
58,649
shares
|
$1.63 Million
4.33% of portfolio
|
Q3 2023
Added 3.96%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
57,353
shares
|
$1.59 Million
0.23% of portfolio
|
Q3 2024
Added 211.67%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
56,717
shares
|
$1.58 Million
0.05% of portfolio
|
Q3 2023
Reduced 3.03%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
56,492
shares
|
$1.57 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
55,939
shares
|
$1.56 Million
0.8% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
55,660
shares
|
$1.55 Million
0.13% of portfolio
|
Q3 2024
Added 79.01%
|
|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
55,459
shares
|
$1.54 Million
1.69% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
54,905
shares
|
$1.53 Million
0.92% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
53,294
shares
|
$1.48 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
52,790
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
52,198
shares
|
$1.45 Million
1.56% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
52,055
shares
|
$1.45 Million
0.04% of portfolio
|
Q3 2024
Added 23.11%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
51,860
shares
|
$1.44 Million
0.81% of portfolio
|
Q3 2024
Reduced 7.86%
|