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 |
|---|---|---|---|---|---|
|
Ddd Partners, LLC
|
Nov 12, 2024 Q3 2024 |
41,625
shares
|
$1.16 Million
0.36% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
41,285
shares
|
$1.15 Million
0.74% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
41,110
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2024
Reduced 6.47%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
41,105
shares
|
$1.14 Million
2.73% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
41,074
shares
|
$1.14 Million
0.39% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
40,486
shares
|
$1.13 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
40,197
shares
|
$1.12 Million
0.9% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
39,513
shares
|
$1.1 Million
0.15% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
39,383
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
39,077
shares
|
$1.09 Million
0.16% of portfolio
|
Q3 2024
Reduced 8.82%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
38,898
shares
|
$1.08 Million
1.09% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
37,882
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2024
Added 380.74%
|
|
|
Barden Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
37,211
shares
|
$1.03 Million
2.66% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
37,175
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2024
Added 70.36%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
36,958
shares
|
$1.03 Million
1.65% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Schaeffer Financial LLC
|
Oct 30, 2024 Q3 2024 |
36,900
shares
|
$1.03 Million
3.01% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Nov 06, 2024 Q3 2024 |
36,664
shares
|
$1.02 Million
2.4% of portfolio
|
Q3 2024
Added 68.95%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
35,493
shares
|
$986,705
0.36% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
35,291
shares
|
$981,089
0.0% of portfolio
|
Q3 2024
Added 763.28%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
35,170
shares
|
$977,726
0.68% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
35,128
shares
|
$976,558
0.88% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
34,758
shares
|
$966,272
0.21% of portfolio
|
Q3 2023
Added 1.09%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
34,493
shares
|
$958,905
0.11% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
34,314
shares
|
$953,929
1.22% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
34,000
shares
|
$945,200
0.2% of portfolio
|
Q3 2024
Added 4.23%
|