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 $7.58 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Berger Financial Group, Inc
Plymouth, MN |
Apr 16, 2024 Q1 2024 |
30,606
shares
|
$2.26 Million
0.22% of portfolio
|
Q1 2024
Added 277.71%
|
|
Weaver Capital Management LLC
Suwanee, GA |
May 15, 2024 Q1 2024 |
30,271
shares
|
$2.24 Million
0.79% of portfolio
|
Q1 2024
Reduced 2.23%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
30,171
shares
|
$2.23 Million
0.17% of portfolio
|
Q3 2022
New holding
|
|
True North Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
29,989
shares
|
$2.22 Million
0.63% of portfolio
|
Q1 2024
Reduced 17.73%
|
|
Annapolis Financial Services, LLC
|
Apr 17, 2024 Q1 2024 |
29,652
shares
|
$2.19 Million
0.77% of portfolio
|
Q1 2024
Added 0.2%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
29,647
shares
|
$2.19 Million
0.12% of portfolio
|
Q1 2024
Added 2.47%
|
|
Evoke Wealth, LLC
|
May 15, 2024 Q1 2024 |
29,430
shares
|
$2.18 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Apr 16, 2024 Q1 2024 |
29,272
shares
|
$2.17 Million
1.1% of portfolio
|
Q1 2024
Reduced 2.9%
|
|
Acas, LLC
|
May 01, 2024 Q1 2024 |
28,907
shares
|
$2.14 Million
2.18% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
28,878
shares
|
$2.14 Million
0.05% of portfolio
|
Q1 2024
Reduced 1.93%
|
|
Jmg Financial Group, Ltd.
|
Apr 30, 2024 Q1 2024 |
28,561
shares
|
$2.11 Million
0.08% of portfolio
|
Q1 2024
Added 8.07%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 16, 2024 Q1 2024 |
28,511
shares
|
$2.11 Million
0.33% of portfolio
|
Q1 2024
Reduced 6.4%
|
|
Joseph Group Capital Management
Columbus, OH |
May 13, 2024 Q1 2024 |
28,438
shares
|
$2.1 Million
1.24% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
Bcs Wealth Management
|
Apr 10, 2024 Q1 2024 |
28,343
shares
|
$2.1 Million
0.69% of portfolio
|
Q1 2024
Added 0.99%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
28,306
shares
|
$2.09 Million
0.01% of portfolio
|
Q1 2024
Reduced 20.6%
|
|
Retirement Planning Group
|
Apr 12, 2024 Q1 2024 |
27,714
shares
|
$2.05 Million
0.17% of portfolio
|
Q1 2024
Added 11.2%
|
|
Duncker Streett & CO Inc
|
Apr 23, 2024 Q1 2024 |
27,600
shares
|
$2.04 Million
0.42% of portfolio
|
Q1 2024
Reduced 2.11%
|
|
Allen Capital Group, LLC
|
Apr 15, 2024 Q1 2024 |
27,440
shares
|
$2.03 Million
0.28% of portfolio
|
Q1 2024
Reduced 10.87%
|
|
Conning Inc.
|
Apr 26, 2024 Q1 2024 |
27,165
shares
|
$2.01 Million
0.07% of portfolio
|
Q1 2024
Added 59.24%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 26, 2024 Q1 2024 |
26,983
shares
|
$2 Million
0.77% of portfolio
|
Q1 2024
Added 9.19%
|
|
Alpha Cubed Investments, LLC
|
Apr 22, 2024 Q1 2024 |
26,460
shares
|
$1.96 Million
0.11% of portfolio
|
Q1 2024
Added 2.63%
|
|
Smith Anglin Financial, LLC
|
Apr 24, 2024 Q1 2024 |
26,381
shares
|
$1.95 Million
0.21% of portfolio
|
Q1 2024
Reduced 45.88%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
26,357
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2024
Reduced 63.67%
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 13, 2024 Q1 2024 |
26,309
shares
|
$1.95 Million
0.66% of portfolio
|
Q1 2024
Added 1.05%
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
26,274
shares
|
$1.94 Million
1.64% of portfolio
|
Q4 2023
Reduced 0.41%
|