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 $7.57 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
13,711
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.44%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
13,498
shares
|
$998,312
0.03% of portfolio
|
Q1 2024
Added 2.29%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 10, 2024 Q1 2024 |
13,367
shares
|
$988,623
0.1% of portfolio
|
Q1 2024
Reduced 13.24%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
13,296
shares
|
$983,372
0.02% of portfolio
|
Q1 2024
Added 1135.69%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
13,168
shares
|
$973,905
0.01% of portfolio
|
Q1 2024
Reduced 63.02%
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
13,109
shares
|
$969,541
0.54% of portfolio
|
Q2 2022
Added 11.83%
|
|
Private Capital Management LLC
|
Apr 10, 2024 Q1 2024 |
13,103
shares
|
$969,097
0.2% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
Bigelow Investment Advisors, LLC
|
May 08, 2024 Q1 2024 |
13,032
shares
|
$963,846
0.49% of portfolio
|
Q1 2024
Reduced 12.31%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
13,023
shares
|
$963,181
0.05% of portfolio
|
Q1 2024
Reduced 22.4%
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 14, 2024 Q1 2024 |
12,937
shares
|
$956,820
0.03% of portfolio
|
Q1 2024
Added 7.13%
|
|
Athena Investment Management
|
May 09, 2024 Q1 2024 |
12,920
shares
|
$955,563
0.63% of portfolio
|
Q1 2024
Reduced 31.77%
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Apr 16, 2024 Q1 2024 |
12,827
shares
|
$948,684
0.32% of portfolio
|
Q1 2024
Added 4.02%
|
|
Csenge Advisory Group
|
May 03, 2024 Q1 2024 |
12,618
shares
|
$933,227
0.05% of portfolio
|
Q1 2024
Added 1.78%
|
|
Haverford Trust CO
Radnor, PA |
May 02, 2024 Q1 2024 |
12,582
shares
|
$930,564
0.01% of portfolio
|
Q1 2022
Added 0.01%
|
|
Market Street Wealth Management Advisors LLC
|
Apr 11, 2024 Q1 2024 |
12,496
shares
|
$924,204
0.19% of portfolio
|
Q4 2023
Reduced 19.96%
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 08, 2024 Q1 2024 |
12,436
shares
|
$919,766
0.03% of portfolio
|
Q1 2024
Added 0.15%
|
|
Spider Rock Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
12,413
shares
|
$918,065
0.02% of portfolio
|
Q1 2024
New holding
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,403
shares
|
$917,325
0.33% of portfolio
|
Q1 2023
Added 0.14%
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 13, 2024 Q1 2024 |
12,317
shares
|
$910,965
0.11% of portfolio
|
Q4 2023
Reduced 1.12%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
12,247
shares
|
$905,788
0.01% of portfolio
|
Q4 2023
Added 91.54%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
12,212
shares
|
$903,199
0.0% of portfolio
|
Q1 2023
Added 14.13%
|
|
Bfsg, LLC
|
Apr 23, 2024 Q1 2024 |
12,021
shares
|
$889,073
0.12% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
Chesapeake Wealth Management
|
May 07, 2024 Q1 2024 |
12,005
shares
|
$887,889
0.33% of portfolio
|
Q1 2024
Added 4.21%
|
|
Northwest Capital Management Inc
|
Apr 09, 2024 Q1 2024 |
11,954
shares
|
$884,117
0.3% of portfolio
|
Q1 2024
Added 0.02%
|
|
ETF Store, Inc.
|
Apr 29, 2024 Q1 2024 |
11,829
shares
|
$874,872
0.52% of portfolio
|
Q1 2024
Added 17.39%
|