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 |
---|---|---|---|---|---|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
May 22, 2024 Q1 2024 |
16,293
shares
|
$1.21 Million
0.79% of portfolio
|
Q1 2024
Reduced 2.14%
|
|
Gradient Capital Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
16,135
shares
|
$1.19 Million
0.45% of portfolio
|
Q1 2024
Reduced 3.63%
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2024 Q1 2024 |
16,092
shares
|
$1.19 Million
0.86% of portfolio
|
Q1 2024
Reduced 6.72%
|
|
Cornerstone Wealth Management, LLC
|
Apr 19, 2024 Q1 2024 |
15,949
shares
|
$1.18 Million
0.1% of portfolio
|
Q1 2024
Added 6.11%
|
|
Family Asset Management, LLC
Charleston, SC |
May 14, 2024 Q1 2024 |
15,755
shares
|
$1.17 Million
0.75% of portfolio
|
Q1 2024
Reduced 25.14%
|
|
Zacks Investment Management
Chicago, IL |
May 15, 2024 Q1 2024 |
15,745
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2024
Reduced 15.06%
|
|
Keb Asset Management, LLC
Springfield, IL |
Apr 24, 2024 Q1 2024 |
15,718
shares
|
$1.16 Million
0.47% of portfolio
|
Q1 2024
Added 0.52%
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 15, 2024 Q1 2024 |
15,700
shares
|
$1.16 Million
1.13% of portfolio
|
Q4 2023
Reduced 1.38%
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
May 15, 2024 Q1 2024 |
15,555
shares
|
$1.15 Million
0.91% of portfolio
|
Q1 2024
Added 12.37%
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
May 06, 2024 Q1 2024 |
15,536
shares
|
$1.15 Million
0.98% of portfolio
|
Q1 2024
Reduced 35.07%
|
|
Kiley Juergens Wealth Management, LLC
|
Apr 18, 2024 Q1 2024 |
15,373
shares
|
$1.14 Million
0.38% of portfolio
|
Q1 2024
Added 6.74%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,370
shares
|
$1.14 Million
0.08% of portfolio
|
Q4 2023
Reduced 1.78%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
15,353
shares
|
$1.14 Million
0.03% of portfolio
|
Q1 2024
Reduced 17.16%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
May 14, 2024 Q1 2024 |
15,339
shares
|
$1.14 Million
0.22% of portfolio
|
Q1 2024
Added 0.96%
|
|
Condor Capital Management
Martinsville, NJ |
May 09, 2024 Q1 2024 |
15,233
shares
|
$1.13 Million
0.12% of portfolio
|
Q1 2024
Reduced 25.61%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,120
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2022
Reduced 1.32%
|
|
Garrett Investment Advisors LLC
|
Apr 12, 2024 Q1 2024 |
15,063
shares
|
$1.11 Million
0.15% of portfolio
|
Q1 2024
Added 21.58%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
May 15, 2024 Q1 2024 |
15,003
shares
|
$1.11 Million
0.19% of portfolio
|
Q1 2024
Added 5.02%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
14,979
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2024
Added 16.26%
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 08, 2024 Q1 2024 |
14,536
shares
|
$1.08 Million
0.05% of portfolio
|
Q1 2024
Added 0.1%
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 10, 2024 Q1 2024 |
14,366
shares
|
$1.06 Million
0.56% of portfolio
|
Q1 2024
Added 63.79%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
14,269
shares
|
$1.06 Million
0.05% of portfolio
|
Q2 2023
Reduced 30.25%
|
|
Sol Capital Management CO
|
Apr 24, 2024 Q1 2024 |
14,178
shares
|
$1.05 Million
0.14% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
Money Concepts Capital Corp
|
May 01, 2024 Q1 2024 |
14,042
shares
|
$1.04 Million
0.1% of portfolio
|
Q1 2024
Reduced 1.08%
|
|
Long View Wealth Management
Atlanta, GA |
Apr 16, 2024 Q1 2024 |
13,949
shares
|
$1.03 Million
0.42% of portfolio
|
Q1 2024
Added 19.8%
|