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 |
---|---|---|---|---|---|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
26,251
shares
|
$1.94 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.48%
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 15, 2024 Q1 2024 |
26,140
shares
|
$1.93 Million
0.56% of portfolio
|
Q1 2024
Added 0.08%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
25,875
shares
|
$1.91 Million
0.17% of portfolio
|
Q2 2023
Reduced 0.29%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
25,528
shares
|
$1.89 Million
0.05% of portfolio
|
Q1 2024
Reduced 4.6%
|
|
Miracle Mile Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
25,093
shares
|
$1.86 Million
0.05% of portfolio
|
Q1 2024
Reduced 2.99%
|
|
Merriman Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
24,561
shares
|
$1.82 Million
0.09% of portfolio
|
Q1 2024
Reduced 9.24%
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 08, 2024 Q1 2024 |
24,546
shares
|
$1.82 Million
0.05% of portfolio
|
Q4 2023
Reduced 8.31%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
24,546
shares
|
$1.82 Million
0.05% of portfolio
|
Q4 2023
Reduced 8.31%
|
|
Simplicity Wealth,Llc
|
Apr 24, 2024 Q1 2024 |
24,546
shares
|
$1.82 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
24,467
shares
|
$1.81 Million
0.01% of portfolio
|
Q1 2024
Reduced 8.74%
|
|
Theory Financial LLC
Fort Collins, CO |
May 13, 2024 Q1 2024 |
24,296
shares
|
$1.8 Million
0.94% of portfolio
|
Q1 2024
Reduced 38.57%
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
May 13, 2024 Q1 2024 |
24,249
shares
|
$1.79 Million
0.82% of portfolio
|
Q4 2023
Reduced 8.79%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
24,135
shares
|
$1.79 Million
0.02% of portfolio
|
Q1 2024
Added 2.06%
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
23,933
shares
|
$1.77 Million
0.58% of portfolio
|
Q4 2022
Added 5.75%
|
|
Riversedge Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
23,880
shares
|
$1.77 Million
0.45% of portfolio
|
Q1 2024
Added 0.52%
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
23,240
shares
|
$1.72 Million
0.1% of portfolio
|
Q1 2024
Reduced 20.62%
|
|
Financial Strategies Group, Inc.
|
Apr 18, 2024 Q1 2024 |
22,846
shares
|
$1.69 Million
0.46% of portfolio
|
Q1 2024
Reduced 4.84%
|
|
Emerald Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
22,782
shares
|
$1.69 Million
0.31% of portfolio
|
Q1 2024
Added 1.02%
|
|
Five Oceans Advisors
|
Apr 16, 2024 Q1 2024 |
22,583
shares
|
$1.67 Million
0.97% of portfolio
|
Q1 2024
Reduced -0.0%
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 29, 2024 Q1 2024 |
22,458
shares
|
$1.66 Million
1.55% of portfolio
|
Q1 2024
Added 2.6%
|
|
Columbus Macro, LLC
|
Apr 12, 2024 Q1 2024 |
22,159
shares
|
$1.64 Million
0.65% of portfolio
|
Q1 2024
Added 0.28%
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
22,124
shares
|
$1.64 Million
0.04% of portfolio
|
Q1 2024
Reduced 11.72%
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
21,356
shares
|
$1.58 Million
0.2% of portfolio
|
Q1 2024
Added 6.83%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
21,159
shares
|
$1.57 Million
0.07% of portfolio
|
Q4 2023
Added 1.62%
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
21,108
shares
|
$1.56 Million
0.55% of portfolio
|
Q1 2024
Reduced 2.3%
|