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 |
---|---|---|---|---|---|
Keel Point, LLC
Huntsville, AL |
Apr 16, 2024 Q1 2024 |
20,868
shares
|
$1.54 Million
0.16% of portfolio
|
Q1 2024
Reduced 12.93%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
20,681
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.78%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
20,681
shares
|
$1.53 Million
0.03% of portfolio
|
Q1 2024
Added 4.38%
|
|
Empowered Funds, LLC
|
May 07, 2024 Q1 2024 |
20,555
shares
|
$1.52 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Apr 29, 2024 Q1 2024 |
20,142
shares
|
$1.49 Million
1.06% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
Jentner Corp
|
May 15, 2024 Q1 2024 |
20,048
shares
|
$1.48 Million
0.68% of portfolio
|
Q1 2024
Reduced 1.29%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
19,689
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 13, 2024 Q1 2024 |
19,687
shares
|
$1.46 Million
0.41% of portfolio
|
Q1 2024
Added 2.75%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
19,655
shares
|
$1.45 Million
0.04% of portfolio
|
Q3 2023
Reduced 6.35%
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
19,329
shares
|
$1.43 Million
0.15% of portfolio
|
Q1 2024
Reduced 15.95%
|
|
Pacific Capital Wealth Advisors, Inc
|
May 15, 2024 Q1 2024 |
19,197
shares
|
$1.42 Million
0.34% of portfolio
|
Q1 2024
Added 13.04%
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
19,036
shares
|
$1.41 Million
0.4% of portfolio
|
Q2 2023
Reduced 1.0%
|
|
Bcgm Wealth Management, LLC
|
May 07, 2024 Q1 2024 |
18,922
shares
|
$1.4 Million
0.54% of portfolio
|
Q1 2024
Reduced 1.06%
|
|
Gw Henssler & Associates LTD
|
May 07, 2024 Q1 2024 |
18,887
shares
|
$1.4 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
18,809
shares
|
$1.39 Million
0.95% of portfolio
|
Q2 2022
Added 1.07%
|
|
Altfest L J & CO Inc
|
Apr 22, 2024 Q1 2024 |
18,454
shares
|
$1.37 Million
0.2% of portfolio
|
Q1 2024
Added 0.68%
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2024 Q1 2024 |
17,928
shares
|
$1.33 Million
0.21% of portfolio
|
Q4 2021
New holding
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
May 07, 2024 Q1 2024 |
17,527
shares
|
$1.3 Million
0.59% of portfolio
|
Q1 2024
Reduced 19.87%
|
|
Wbh Advisory Inc
|
Apr 16, 2024 Q1 2024 |
17,470
shares
|
$1.29 Million
0.14% of portfolio
|
Q1 2024
Reduced 31.85%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
17,194
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2024
Reduced 34.9%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
16,899
shares
|
$1.25 Million
0.08% of portfolio
|
Q1 2024
Added 0.57%
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
16,688
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2022
Reduced 0.95%
|
|
Valeo Financial Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
16,579
shares
|
$1.23 Million
0.04% of portfolio
|
Q1 2024
Reduced 2.45%
|
|
Summit Financial, LLC
Parsippany, NJ |
Apr 24, 2024 Q1 2024 |
16,511
shares
|
$1.22 Million
0.07% of portfolio
|
Q1 2024
Reduced 73.46%
|
|
Aspiriant, LLC
|
Apr 15, 2024 Q1 2024 |
16,387
shares
|
$1.21 Million
0.05% of portfolio
|
Q1 2024
Reduced 2.83%
|