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 804 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $8.41 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lantz Financial LLC
|
Aug 07, 2024 Q2 2024 |
7,870
shares
|
$631,331
0.19% of portfolio
|
Q2 2022
Reduced 12.21%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
7,816
shares
|
$626,999
0.01% of portfolio
|
Q2 2024
Reduced 4.83%
|
|
Alesco Advisors LLC
Pittsford, NY |
Aug 13, 2024 Q2 2024 |
7,706
shares
|
$618,175
0.02% of portfolio
|
Q2 2024
Reduced 5.22%
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jul 30, 2024 Q2 2024 |
7,618
shares
|
$611,115
0.22% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,469
shares
|
$599,163
0.21% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Jul 17, 2024 Q2 2024 |
7,438
shares
|
$596,676
0.35% of portfolio
|
Q2 2024
Added 0.9%
|
|
Plancorp, LLC
|
Aug 09, 2024 Q2 2024 |
7,435
shares
|
$596,435
0.02% of portfolio
|
Q4 2023
Reduced 0.01%
|
|
Old National Bancorp
|
Jul 11, 2024 Q2 2024 |
7,424
shares
|
$595,553
0.01% of portfolio
|
Q4 2023
Reduced 10.48%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
7,408
shares
|
$594,269
0.03% of portfolio
|
Q2 2024
Reduced 76.56%
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
7,373
shares
|
$591,462
0.07% of portfolio
|
Q2 2024
New holding
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
7,362
shares
|
$590,579
0.0% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,356
shares
|
$590,098
0.05% of portfolio
|
Q4 2022
Added 0.33%
|
|
Revolve Wealth Partners, LLC
|
Jul 19, 2024 Q2 2024 |
7,347
shares
|
$589,376
0.09% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,319
shares
|
$587,130
0.22% of portfolio
|
Q4 2022
Reduced 5.99%
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Aug 14, 2024 Q2 2024 |
7,186
shares
|
$576,460
0.06% of portfolio
|
Q4 2021
New holding
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Aug 07, 2024 Q2 2024 |
7,176
shares
|
$575,658
0.05% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
Stone Point Wealth LLC
|
Jul 30, 2024 Q2 2024 |
7,029
shares
|
$563,866
0.19% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
Vawter Financial, Ltd.
Columbus, OH |
Aug 02, 2024 Q2 2024 |
6,990
shares
|
$560,737
0.36% of portfolio
|
Q1 2024
New holding
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
6,977
shares
|
$559,694
0.05% of portfolio
|
Q2 2024
Reduced 19.08%
|
|
Clear Investment Research, LLC
|
Aug 08, 2024 Q2 2024 |
6,927
shares
|
$555,683
0.67% of portfolio
|
Q4 2023
Reduced 2.6%
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,913
shares
|
$554,560
0.01% of portfolio
|
Q3 2022
Added 1.08%
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Jul 30, 2024 Q2 2024 |
6,901
shares
|
$553,598
0.03% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Aug 15, 2024 Q2 2024 |
6,847
shares
|
$549,266
0.06% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
Smith, Salley & Associates
|
Jul 29, 2024 Q2 2024 |
6,816
shares
|
$546,779
0.04% of portfolio
|
Q1 2024
Reduced 12.4%
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2024 Q2 2024 |
6,790
shares
|
$544,693
0.3% of portfolio
|
Q2 2024
Added 12.18%
|