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 827 institutions that hold shares in the stock, with a total of 111 Million shares, which have been reported (via 13F filing form) to have a value of $3.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
19,476,341
shares
|
$534 Million
3.21% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
12,134,463
shares
|
$332 Million
1.3% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
10,745,795
shares
|
$294 Million
11.15% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,852,082
shares
|
$133 Million
0.13% of portfolio
|
Q3 2024
Added 20.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,237,217
shares
|
$116 Million
0.81% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
4,020,474
shares
|
$110 Million
9.61% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
3,311,151
shares
|
$90.7 Million
2.88% of portfolio
|
Q3 2024
Added 225.26%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,659,047
shares
|
$72.9 Million
0.38% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,549,611
shares
|
$69.9 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,650,491
shares
|
$45.2 Million
0.32% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
1,364,738
shares
|
$37.4 Million
11.31% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
1,310,932
shares
|
$35.9 Million
11.69% of portfolio
|
Q3 2024
Added 194.67%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
1,203,009
shares
|
$33 Million
0.82% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,101,361
shares
|
$30.2 Million
0.04% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
927,645
shares
|
$25.4 Million
22.36% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
921,158
shares
|
$25.2 Million
16.74% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
915,049
shares
|
$25.1 Million
14.03% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
879,549
shares
|
$24.1 Million
5.25% of portfolio
|
Q3 2024
Reduced 19.74%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
773,436
shares
|
$21.2 Million
2.04% of portfolio
|
Q4 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
753,335
shares
|
$20.6 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
671,408
shares
|
$18.4 Million
0.0% of portfolio
|
Q2 2024
Added 3.84%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
642,500
shares
|
$17.6 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Financial Counselors Inc
|
Aug 01, 2024 Q2 2024 |
595,467
shares
|
$16.3 Million
0.71% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
593,329
shares
|
$16.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.32%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
575,894
shares
|
$15.8 Million
1.32% of portfolio
|
Q3 2024
Added 199.42%
|