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 |
---|---|---|---|---|---|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
10,067
shares
|
$744,555
0.12% of portfolio
|
Q1 2024
Added 3.67%
|
|
Clayton Financial Group LLC
St. Louis, MO |
May 02, 2024 Q1 2024 |
10,035
shares
|
$742,188
0.35% of portfolio
|
Q1 2024
New holding
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
10,029
shares
|
$741,744
0.01% of portfolio
|
Q4 2023
Added 6.58%
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
May 13, 2024 Q1 2024 |
10,022
shares
|
$741,227
0.22% of portfolio
|
Q1 2023
New holding
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Apr 30, 2024 Q1 2024 |
10,003
shares
|
$739,821
0.04% of portfolio
|
Q1 2024
New holding
|
|
Nwam LLC
Mercer Island, WA |
May 09, 2024 Q1 2024 |
10,001
shares
|
$739,673
0.06% of portfolio
|
Q1 2024
Reduced 26.9%
|
|
Ironwood Financial, LLC
|
Apr 17, 2024 Q1 2024 |
9,860
shares
|
$729,245
0.17% of portfolio
|
Q1 2024
Reduced 6.6%
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 09, 2024 Q1 2024 |
9,740
shares
|
$720,370
0.31% of portfolio
|
Q1 2024
Added 16.79%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Apr 15, 2024 Q1 2024 |
9,729
shares
|
$719,556
0.12% of portfolio
|
Q4 2023
Reduced 2.07%
|
|
Gsb Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
9,683
shares
|
$716,154
0.21% of portfolio
|
Q1 2024
Reduced 23.02%
|
|
Columbia Advisory Partners LLC
|
Apr 12, 2024 Q1 2024 |
9,675
shares
|
$715,562
0.77% of portfolio
|
Q1 2024
Added 150.97%
|
|
Marquette Asset Management, LLC
|
May 06, 2024 Q1 2024 |
9,590
shares
|
$709,276
0.13% of portfolio
|
Q1 2024
Reduced 4.91%
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
9,574
shares
|
$708,093
0.01% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 29, 2024 Q1 2024 |
9,550
shares
|
$706,317
0.01% of portfolio
|
Q3 2021
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
9,542
shares
|
$705,726
0.01% of portfolio
|
Q1 2024
Reduced 48.34%
|
|
Econ Financial Services Corp
|
May 15, 2024 Q1 2024 |
9,488
shares
|
$701,732
0.45% of portfolio
|
Q1 2024
New holding
|
|
Brighton Jones LLC
|
May 09, 2024 Q1 2024 |
9,385
shares
|
$694,114
0.03% of portfolio
|
Q1 2024
Reduced 6.02%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
9,341
shares
|
$690,860
0.01% of portfolio
|
Q1 2024
Reduced 10.6%
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2024 Q1 2024 |
9,315
shares
|
$688,937
0.1% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
9,287
shares
|
$686,866
0.0% of portfolio
|
Q1 2024
Reduced 25.76%
|
|
Advisory Services & Investments, LLC
|
Apr 17, 2024 Q1 2024 |
9,178
shares
|
$678,804
0.53% of portfolio
|
Q1 2023
Reduced 33.8%
|
|
Pegasus Partners Ltd.
Mequon, WI |
Apr 24, 2024 Q1 2024 |
9,131
shares
|
$675,328
0.07% of portfolio
|
Q3 2023
Reduced 20.67%
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
8,924
shares
|
$660,019
0.24% of portfolio
|
Q4 2023
Added 0.71%
|
|
Capital Insight Partners, LLC
|
Apr 16, 2024 Q1 2024 |
8,828
shares
|
$652,918
0.13% of portfolio
|
Q1 2024
Added 1.19%
|
|
Well Done, LLC
|
Apr 18, 2024 Q1 2024 |
8,755
shares
|
$647,519
0.13% of portfolio
|
Q4 2020
Reduced 25.81%
|