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 834 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $3.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
27,469
shares
|
$769,406
0.19% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
27,440
shares
|
$768,594
0.01% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
27,360
shares
|
$766,353
1.88% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
27,343
shares
|
$765,877
0.05% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
27,091
shares
|
$758,818
0.42% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
26,901
shares
|
$753,497
0.65% of portfolio
|
Q3 2024
Reduced 18.14%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
26,558
shares
|
$743,889
0.39% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
26,503
shares
|
$742,349
0.56% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
26,274
shares
|
$735,934
1.64% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
26,099
shares
|
$731,032
0.01% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
26,099
shares
|
$731,032
0.01% of portfolio
|
Q3 2024
Added 108.91%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
25,941
shares
|
$726,607
0.46% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
25,918
shares
|
$725,963
1.53% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
25,875
shares
|
$724,758
0.17% of portfolio
|
Q2 2023
Reduced 0.29%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
25,745
shares
|
$721,117
0.0% of portfolio
|
Q3 2024
Added 36.09%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
25,528
shares
|
$715,039
0.05% of portfolio
|
Q1 2024
Reduced 4.6%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
25,126
shares
|
$703,779
0.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
25,084
shares
|
$702,602
0.2% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
24,991
shares
|
$699,997
0.02% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
24,771
shares
|
$693,835
0.16% of portfolio
|
Q3 2024
Added 139.96%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
24,620
shares
|
$689,606
0.12% of portfolio
|
Q3 2024
Added 328.32%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
24,578
shares
|
$688,429
0.06% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
24,546
shares
|
$687,533
0.05% of portfolio
|
Q4 2023
Reduced 8.31%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
24,249
shares
|
$679,214
0.75% of portfolio
|
Q4 2023
Reduced 8.79%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
24,127
shares
|
$675,797
0.08% of portfolio
|
Q3 2024
Reduced 1.24%
|