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 |
---|---|---|---|---|---|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
8,622
shares
|
$637,683
0.06% of portfolio
|
Q1 2024
Reduced 34.03%
|
|
Gray Wealth Management Inc.
Bangor, ME |
May 02, 2024 Q1 2024 |
8,617
shares
|
$637,313
0.29% of portfolio
|
Q1 2024
Added 2.05%
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 03, 2024 Q1 2024 |
8,616
shares
|
$637,239
0.5% of portfolio
|
Q1 2024
Added 3.69%
|
|
Verum Partners LLC
Charlotte, NC |
Apr 18, 2024 Q1 2024 |
8,430
shares
|
$623,482
0.23% of portfolio
|
Q1 2024
Reduced 16.37%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
8,390
shares
|
$620,524
0.04% of portfolio
|
Q4 2023
Added 205.54%
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 07, 2024 Q1 2024 |
8,354
shares
|
$617,861
0.1% of portfolio
|
Q1 2024
Reduced 7.01%
|
|
Smart Portfolios, LLC
Seattle, WA |
May 01, 2024 Q1 2024 |
8,290
shares
|
$613,128
0.73% of portfolio
|
Q1 2024
New holding
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
8,288
shares
|
$612,980
0.06% of portfolio
|
Q3 2022
Added 0.67%
|
|
Simon Quick Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
8,222
shares
|
$608,099
0.05% of portfolio
|
Q1 2024
Added 3.32%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 10, 2024 Q1 2024 |
8,213
shares
|
$607,433
0.01% of portfolio
|
Q1 2024
Reduced 6.74%
|
|
Myecfo, LLC
La Jolla, CA |
Apr 18, 2024 Q1 2024 |
8,203
shares
|
$606,693
0.37% of portfolio
|
Q1 2024
Added 165.21%
|
|
Alesco Advisors LLC
Pittsford, NY |
May 10, 2024 Q1 2024 |
8,130
shares
|
$601,294
0.02% of portfolio
|
Q1 2024
Reduced 16.27%
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 01, 2024 Q1 2024 |
8,122
shares
|
$600,703
0.18% of portfolio
|
Q4 2023
Added 0.11%
|
|
Towercrest Capital Management
Newtown, PA |
May 09, 2024 Q1 2024 |
8,122
shares
|
$600,703
0.1% of portfolio
|
Q3 2023
Added 0.11%
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
May 02, 2024 Q1 2024 |
8,116
shares
|
$600,259
0.35% of portfolio
|
Q1 2024
Added 13.69%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
8,083
shares
|
$597,818
0.02% of portfolio
|
Q1 2024
New holding
|
|
Sky Oak Wealth, LLC
|
Apr 29, 2024 Q1 2024 |
7,927
shares
|
$586,280
0.14% of portfolio
|
Q1 2024
Reduced 3.02%
|
|
Massmutual Trust CO Fsb
|
Jul 02, 2024 Q2 2024 |
7,895
shares
|
$583,914
0.02% of portfolio
|
Q2 2024
Reduced 21.85%
|
|
Lantz Financial LLC
|
Apr 10, 2024 Q1 2024 |
7,870
shares
|
$582,065
0.2% of portfolio
|
Q2 2022
Reduced 12.21%
|
|
Everett Harris & CO
|
Apr 19, 2024 Q1 2024 |
7,855
shares
|
$580,955
0.01% of portfolio
|
Q1 2024
Added 7.9%
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 26, 2024 Q1 2024 |
7,763
shares
|
$574,151
0.26% of portfolio
|
Q1 2024
Added 0.28%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
7,731
shares
|
$571,784
0.02% of portfolio
|
Q1 2024
Added 30.59%
|
|
Revolve Wealth Partners, LLC
|
Apr 15, 2024 Q1 2024 |
7,507
shares
|
$555,217
0.1% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,469
shares
|
$552,407
0.21% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
Plancorp, LLC
|
May 14, 2024 Q1 2024 |
7,435
shares
|
$549,892
0.02% of portfolio
|
Q4 2023
Reduced 0.01%
|