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 |
---|---|---|---|---|---|
Family Asset Management, LLC
Charleston, SC |
Aug 01, 2024 Q2 2024 |
6,687
shares
|
$536,431
0.32% of portfolio
|
Q2 2024
Reduced 57.56%
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jul 31, 2024 Q2 2024 |
6,675
shares
|
$535,468
0.02% of portfolio
|
Q2 2024
New holding
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jul 19, 2024 Q2 2024 |
6,669
shares
|
$534,987
0.35% of portfolio
|
Q4 2023
New holding
|
|
Cedrus LLC
Littleton, CO |
Jul 24, 2024 Q2 2024 |
6,638
shares
|
$532,500
0.25% of portfolio
|
Q2 2024
New holding
|
|
Gilbert & Cook, Inc.
|
Aug 01, 2024 Q2 2024 |
6,621
shares
|
$531,136
0.07% of portfolio
|
Q4 2023
Reduced 3.83%
|
|
Sheaff Brock Investment Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
6,588
shares
|
$528,489
0.05% of portfolio
|
Q2 2024
Reduced 5.72%
|
|
Prism Advisors, Inc.
|
Jul 10, 2024 Q2 2024 |
6,542
shares
|
$524,799
0.15% of portfolio
|
Q1 2024
Reduced 27.4%
|
|
Zhang Financial LLC
|
Jul 19, 2024 Q2 2024 |
6,538
shares
|
$524,478
0.03% of portfolio
|
Q1 2024
Reduced 31.87%
|
|
Columbia Advisory Partners LLC
|
Jul 12, 2024 Q2 2024 |
6,513
shares
|
$522,472
0.5% of portfolio
|
Q2 2024
Reduced 32.68%
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jul 18, 2024 Q2 2024 |
6,511
shares
|
$522,312
0.07% of portfolio
|
Q2 2023
Added 15.53%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,384
shares
|
$512,124
0.02% of portfolio
|
Q2 2020
Added 5.89%
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 07, 2024 Q2 2024 |
6,360
shares
|
$510,199
0.03% of portfolio
|
Q1 2019
New holding
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2024 Q2 2024 |
6,241
shares
|
$500,653
0.04% of portfolio
|
Q1 2024
Added 503.0%
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
6,138
shares
|
$492,390
0.15% of portfolio
|
Q2 2024
New holding
|
|
Wmg Financial Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
6,120
shares
|
$490,946
0.25% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
6,000
shares
|
$481,320
0.0% of portfolio
|
Q2 2024
Added 0.59%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
5,950
shares
|
$477,309
0.02% of portfolio
|
Q2 2024
Added 15.62%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
5,939
shares
|
$476,426
0.07% of portfolio
|
Q2 2024
Added 0.59%
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 08, 2024 Q2 2024 |
5,929
shares
|
$475,624
0.13% of portfolio
|
Q1 2024
Reduced 4.15%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
5,921
shares
|
$474,982
0.01% of portfolio
|
Q2 2024
New holding
|
|
Cic Wealth, LLC
Rockville, MD |
Jul 12, 2024 Q2 2024 |
5,884
shares
|
$472,014
0.12% of portfolio
|
Q4 2023
Reduced 6.37%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
5,857
shares
|
$469,848
0.02% of portfolio
|
Q2 2024
New holding
|
|
Carret Asset Management, LLC
|
Aug 01, 2024 Q2 2024 |
5,826
shares
|
$467,361
0.05% of portfolio
|
Q1 2024
Added 1.75%
|
|
Klingman & Associates, LLC
|
Jul 30, 2024 Q2 2024 |
5,815
shares
|
$466,479
0.03% of portfolio
|
Q2 2024
Reduced 7.46%
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 24, 2024 Q2 2024 |
5,800
shares
|
$465,276
0.07% of portfolio
|
Q1 2024
Added 7.57%
|