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 |
|---|---|---|---|---|---|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
12,937
shares
|
$359,648
0.03% of portfolio
|
Q1 2024
Added 7.13%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
12,927
shares
|
$359,370
0.22% of portfolio
|
Q3 2024
Added 193.13%
|
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
12,714
shares
|
$353,449
0.41% of portfolio
|
Q3 2024
Reduced 86.67%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
12,477
shares
|
$346,860
0.03% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
12,403
shares
|
$344,803
0.33% of portfolio
|
Q1 2023
Added 0.14%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
12,353
shares
|
$343,413
0.34% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
12,283
shares
|
$341,467
0.37% of portfolio
|
Q3 2024
Added 20.08%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
12,263
shares
|
$340,911
0.0% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
12,247
shares
|
$340,466
0.01% of portfolio
|
Q4 2023
Added 91.54%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
12,241
shares
|
$340,299
0.19% of portfolio
|
Q2 2024
Added 14.2%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
12,174
shares
|
$338,437
0.01% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
12,140
shares
|
$337,492
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
12,126
shares
|
$337,102
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
12,125
shares
|
$337,075
0.01% of portfolio
|
Q3 2024
Added 26.94%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
12,077
shares
|
$335,740
0.18% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
12,033
shares
|
$334,517
0.52% of portfolio
|
Q3 2024
Added 38.26%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
12,007
shares
|
$333,794
0.01% of portfolio
|
Q2 2024
Reduced 4.57%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
11,992
shares
|
$333,377
0.01% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
11,912
shares
|
$331,153
0.36% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
11,907
shares
|
$331,014
0.03% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
11,832
shares
|
$328,929
0.1% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
11,769
shares
|
$327,178
0.17% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
11,718
shares
|
$325,760
0.13% of portfolio
|
Q3 2024
Reduced 29.8%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
11,708
shares
|
$325,482
0.92% of portfolio
|
Q3 2024
Added 118.19%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
11,639
shares
|
$323,564
0.06% of portfolio
|
Q3 2024
New holding
|