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 787 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $7.59 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
18,989,116
shares
|
$1.41 Billion
3.26% of portfolio
|
Q1 2024
Reduced 2.51%
|
|
Sei Investments CO
Oaks, PA |
May 07, 2024 Q1 2024 |
10,946,307
shares
|
$811 Million
1.25% of portfolio
|
Q1 2024
Added 5.47%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
10,499,898
shares
|
$778 Million
12.01% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
4,575,921
shares
|
$339 Million
0.8% of portfolio
|
Q1 2024
Reduced 19.18%
|
|
Avantax Planning Partners, Inc.
|
May 02, 2024 Q1 2024 |
4,097,514
shares
|
$304 Million
10.12% of portfolio
|
Q1 2024
Reduced 1.75%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
3,641,282
shares
|
$270 Million
0.11% of portfolio
|
Q1 2024
Reduced 5.5%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
2,753,534
shares
|
$204 Million
0.57% of portfolio
|
Q1 2024
Reduced 57.87%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
2,399,613
shares
|
$178 Million
0.38% of portfolio
|
Q1 2024
Reduced 3.44%
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
1,701,812
shares
|
$126 Million
0.35% of portfolio
|
Q1 2024
Reduced 7.37%
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
1,293,972
shares
|
$95.9 Million
1.14% of portfolio
|
Q1 2024
Reduced 2.76%
|
|
Gemmer Asset Management LLC
|
Apr 23, 2024 Q1 2024 |
1,286,125
shares
|
$95.3 Million
11.49% of portfolio
|
Q1 2024
Added 1.53%
|
|
Krilogy Financial LLC
|
Apr 24, 2024 Q1 2024 |
1,099,973
shares
|
$81.5 Million
6.72% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,080,245
shares
|
$80 Million
0.04% of portfolio
|
Q1 2024
Added 3.0%
|
|
Financial Advisors, LLC
Andover, MA |
May 03, 2024 Q1 2024 |
896,552
shares
|
$66.4 Million
14.12% of portfolio
|
Q1 2024
Added 1.04%
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Apr 22, 2024 Q1 2024 |
893,401
shares
|
$66.2 Million
16.74% of portfolio
|
Q1 2024
Added 1.89%
|
|
Mokosak Advisory Group, LLC
|
Apr 29, 2024 Q1 2024 |
877,937
shares
|
$65 Million
22.02% of portfolio
|
Q1 2024
Added 6.72%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
773,436
shares
|
$57.3 Million
2.04% of portfolio
|
Q4 2023
New holding
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 15, 2024 Q4 2023 |
737,117
shares
|
$54.6 Million
1.03% of portfolio
|
Q4 2023
Added 7.35%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
658,543
shares
|
$48.8 Million
0.42% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
646,574
shares
|
$47.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.15%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
626,679
shares
|
$46.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
612,654
shares
|
$45.4 Million
0.75% of portfolio
|
Q1 2024
Reduced 3.6%
|
|
Financial Counselors Inc
|
May 02, 2024 Q1 2024 |
608,506
shares
|
$45.1 Million
0.78% of portfolio
|
Q1 2024
Reduced 6.38%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
552,406
shares
|
$40.9 Million
0.0% of portfolio
|
Q1 2024
Added 10.81%
|
|
Cx Institutional
|
Apr 15, 2024 Q1 2024 |
539,435
shares
|
$40 Million
1.99% of portfolio
|
Q1 2024
Added 43.97%
|