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 831 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 $3.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
23,933
shares
|
$665,337
0.58% of portfolio
|
Q4 2022
Added 5.75%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
23,889
shares
|
$664,114
0.27% of portfolio
|
Q3 2024
Reduced 11.8%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
23,842
shares
|
$662,807
0.01% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
22,849
shares
|
$635,202
0.12% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
22,483
shares
|
$625,027
0.0% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
22,472
shares
|
$624,721
0.03% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
22,389
shares
|
$622,414
0.03% of portfolio
|
Q3 2024
Reduced 29.5%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
22,359
shares
|
$621,580
0.2% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
22,233
shares
|
$618,077
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
21,604
shares
|
$600,591
0.15% of portfolio
|
Q3 2024
Reduced 33.07%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 09, 2024 Q2 2024 |
21,468
shares
|
$596,810
0.57% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
20,919
shares
|
$581,548
0.06% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
20,859
shares
|
$579,880
1.09% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
20,787
shares
|
$577,878
0.43% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
20,761
shares
|
$577,155
1.17% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
20,635
shares
|
$573,653
0.0% of portfolio
|
Q3 2024
Reduced 34.2%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
20,415
shares
|
$567,537
0.09% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
20,374
shares
|
$566,397
0.6% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
19,496
shares
|
$541,988
0.04% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
19,036
shares
|
$529,200
0.4% of portfolio
|
Q2 2023
Reduced 1.0%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
19,030
shares
|
$529,034
0.62% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
18,809
shares
|
$522,890
0.95% of portfolio
|
Q2 2022
Added 1.07%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
18,621
shares
|
$517,663
0.08% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
18,532
shares
|
$515,189
0.13% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
18,158
shares
|
$504,792
0.05% of portfolio
|
Q3 2024
Reduced 1.76%
|