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 |
---|---|---|---|---|---|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
11,818
shares
|
$874,059
0.01% of portfolio
|
Q1 2024
Reduced 3.5%
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
11,600
shares
|
$857,935
0.3% of portfolio
|
Q1 2023
Reduced 2.25%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
11,519
shares
|
$851,945
0.01% of portfolio
|
Q1 2024
Reduced 4.33%
|
|
Choreo, LLC
Minneapolis, MN |
May 02, 2024 Q1 2024 |
11,496
shares
|
$850,244
0.02% of portfolio
|
Q1 2024
Added 6.01%
|
|
Bond & Devick Financial Network, Inc.
|
Apr 26, 2024 Q1 2024 |
11,435
shares
|
$845,732
0.47% of portfolio
|
Q3 2023
Added 0.66%
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 10, 2024 Q1 2024 |
11,350
shares
|
$839,445
0.34% of portfolio
|
Q4 2023
New holding
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
11,299
shares
|
$835,674
0.0% of portfolio
|
Q1 2024
New holding
|
|
Forvis Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
11,295
shares
|
$835,378
0.02% of portfolio
|
Q4 2023
Reduced 2.17%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
11,137
shares
|
$823,692
0.01% of portfolio
|
Q1 2024
Added 21.41%
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 15, 2024 Q1 2024 |
11,068
shares
|
$818,589
0.22% of portfolio
|
Q1 2024
Added 18.7%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
May 09, 2024 Q1 2024 |
11,063
shares
|
$818,219
0.01% of portfolio
|
Q1 2024
Added 3.4%
|
|
Sachetta, LLC
Lynnfield, MA |
May 01, 2024 Q1 2024 |
11,062
shares
|
$818,145
0.37% of portfolio
|
Q4 2023
New holding
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 01, 2024 Q1 2024 |
10,998
shares
|
$813,412
0.14% of portfolio
|
Q1 2024
Added 26.62%
|
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
Apr 17, 2024 Q1 2024 |
10,915
shares
|
$807,273
0.17% of portfolio
|
Q1 2024
Added 0.44%
|
|
Jackson Creek Investment Advisors LLC
|
May 09, 2024 Q1 2024 |
10,887
shares
|
$805,202
0.29% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
Hoey Investments, Inc
Coatesville, PA |
May 09, 2024 Q1 2024 |
10,719
shares
|
$792,777
0.18% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
Milestone Investment Advisors LLC
Middleton, WI |
May 14, 2024 Q1 2024 |
10,462
shares
|
$773,769
0.21% of portfolio
|
Q1 2024
Reduced 12.69%
|
|
Stone X Group Inc.
|
May 01, 2024 Q1 2024 |
10,419
shares
|
$770,589
0.09% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
Bernardo Wealth Planning LLC
|
May 07, 2024 Q1 2024 |
10,323
shares
|
$763,489
0.22% of portfolio
|
Q1 2024
Added 0.84%
|
|
Meritage Portfolio Management
|
Apr 29, 2024 Q1 2024 |
10,271
shares
|
$759,643
0.05% of portfolio
|
Q1 2024
Reduced 30.12%
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 13, 2024 Q1 2024 |
10,226
shares
|
$756,314
0.18% of portfolio
|
Q1 2024
Added 0.4%
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 01, 2024 Q1 2024 |
10,179
shares
|
$752,838
0.4% of portfolio
|
Q1 2024
Added 0.23%
|
|
Red Door Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
10,177
shares
|
$752,690
0.15% of portfolio
|
Q1 2024
Added 2.42%
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
May 14, 2024 Q1 2024 |
10,175
shares
|
$752,542
0.62% of portfolio
|
Q1 2024
Reduced 0.97%
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 02, 2024 Q1 2024 |
10,103
shares
|
$747,217
0.28% of portfolio
|
Q1 2024
Added 5.76%
|