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 834 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 $3.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
51,818
shares
|
$1.44 Million
2.17% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
51,245
shares
|
$1.42 Million
0.93% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
51,025
shares
|
$1.42 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
50,920
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
49,466
shares
|
$1.38 Million
0.98% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
49,382
shares
|
$1.37 Million
2.02% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
49,026
shares
|
$1.36 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
48,689
shares
|
$1.35 Million
0.28% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
47,640
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
46,868
shares
|
$1.3 Million
0.41% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
46,201
shares
|
$1.28 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
45,692
shares
|
$1.27 Million
0.14% of portfolio
|
Q3 2024
Added 892.23%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
45,301
shares
|
$1.26 Million
0.18% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
45,090
shares
|
$1.25 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
44,711
shares
|
$1.24 Million
2.53% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
44,576
shares
|
$1.24 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
44,247
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Reduced 20.37%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
43,891
shares
|
$1.22 Million
1.76% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
43,286
shares
|
$1.2 Million
1.72% of portfolio
|
Q2 2024
Reduced 10.26%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
43,127
shares
|
$1.2 Million
1.31% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
42,913
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
42,672
shares
|
$1.19 Million
1.49% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
42,583
shares
|
$1.18 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
41,959
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2023
Reduced 0.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,762
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Added 8.0%
|