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 810 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $2.82 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
39,383
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Added 6.31%
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Aug 14, 2024 Q2 2024 |
39,237
shares
|
$1.06 Million
2.82% of portfolio
|
Q2 2024
Added 3.28%
|
|
North Star Asset Management Inc
|
Aug 05, 2024 Q2 2024 |
39,197
shares
|
$1.06 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2024 Q2 2024 |
37,646
shares
|
$1.02 Million
1.01% of portfolio
|
Q2 2024
Added 10.76%
|
|
Compass Advisory Group LLC
|
Jul 31, 2024 Q2 2024 |
37,454
shares
|
$1.01 Million
1.9% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
Barden Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
37,211
shares
|
$1 Million
2.66% of portfolio
|
Q3 2024
Added 3.94%
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
37,175
shares
|
$1 Million
0.05% of portfolio
|
Q3 2024
Added 70.36%
|
|
Schaeffer Financial LLC
|
Jul 26, 2024 Q2 2024 |
36,337
shares
|
$981,099
2.92% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
35,493
shares
|
$958,311
0.36% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
Kpp Advisory Services LLC
Louisville, KY |
Aug 27, 2024 Q2 2024 |
35,210
shares
|
$950,670
0.69% of portfolio
|
Q2 2024
Added 10.26%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
35,065
shares
|
$946,755
0.11% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 18, 2024 Q2 2024 |
34,758
shares
|
$938,466
0.2% of portfolio
|
Q3 2023
Added 1.09%
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 12, 2024 Q2 2024 |
34,692
shares
|
$936,684
0.84% of portfolio
|
Q2 2024
Added 31.86%
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
34,314
shares
|
$926,478
1.22% of portfolio
|
Q3 2024
Added 5.4%
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
33,746
shares
|
$911,142
0.02% of portfolio
|
Q2 2023
New holding
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
33,356
shares
|
$900,612
0.08% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
32,919
shares
|
$888,813
0.01% of portfolio
|
Q3 2023
Reduced 0.34%
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Aug 09, 2024 Q2 2024 |
32,861
shares
|
$887,247
0.8% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
32,775
shares
|
$884,925
1.25% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
32,619
shares
|
$880,713
0.16% of portfolio
|
Q2 2024
Added 2.32%
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 09, 2024 Q2 2024 |
32,482
shares
|
$877,014
0.91% of portfolio
|
Q2 2024
Reduced 7.59%
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
32,342
shares
|
$873,234
0.18% of portfolio
|
Q3 2024
Added 0.1%
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2024 Q2 2024 |
32,280
shares
|
$871,560
0.21% of portfolio
|
Q2 2024
Reduced 46.68%
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 13, 2024 Q2 2024 |
31,555
shares
|
$851,985
0.94% of portfolio
|
Q2 2024
Added 0.71%
|
|
Sja Financial Advisory, LLC
|
Jul 31, 2024 Q2 2024 |
31,469
shares
|
$849,663
1.71% of portfolio
|
Q2 2024
Reduced 1.52%
|