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 $7.58 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Summit Wealth & Retirement Planning, Inc.
|
May 09, 2024 Q1 2024 |
505,542
shares
|
$37.4 Million
14.3% of portfolio
|
Q1 2024
Added 5.17%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
462,963
shares
|
$34.3 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
May 24, 2024 Q1 2024 |
453,926
shares
|
$33.6 Million
14.02% of portfolio
|
Q1 2024
Added 5.71%
|
|
Gen Wealth Group, Inc.
|
Apr 11, 2024 Q1 2024 |
441,799
shares
|
$32.7 Million
8.51% of portfolio
|
Q1 2024
Added 2.3%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
431,996
shares
|
$32 Million
0.08% of portfolio
|
Q1 2024
Added 424.17%
|
|
Financial Advisory Service, Inc.
|
Apr 29, 2024 Q1 2024 |
415,591
shares
|
$30.7 Million
2.94% of portfolio
|
Q1 2024
Reduced 3.64%
|
|
Northern Capital Management, Inc.
|
May 10, 2024 Q1 2024 |
409,198
shares
|
$30.3 Million
21.7% of portfolio
|
Q1 2024
Added 23.01%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
396,179
shares
|
$29.3 Million
0.42% of portfolio
|
Q1 2024
Added 27.25%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
393,472
shares
|
$29.1 Million
1.38% of portfolio
|
Q1 2024
New holding
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
386,170
shares
|
$28.6 Million
0.06% of portfolio
|
Q1 2024
Reduced 3.47%
|
|
Hrc Wealth Management, LLC
Moscow, ID |
May 13, 2024 Q1 2024 |
381,820
shares
|
$28.2 Million
21.2% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
Ballast Advisors LLC
|
May 01, 2024 Q1 2024 |
379,350
shares
|
$28.1 Million
9.75% of portfolio
|
Q1 2024
Added 6.36%
|
|
Xml Financial, LLC
|
May 15, 2024 Q1 2024 |
363,201
shares
|
$26.9 Million
2.84% of portfolio
|
Q1 2024
Reduced 1.0%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
355,580
shares
|
$26.3 Million
0.3% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
344,073
shares
|
$25.5 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.75%
|
|
Cooper Financial Group
|
Apr 11, 2024 Q1 2024 |
335,790
shares
|
$24.8 Million
4.24% of portfolio
|
Q1 2024
Added 12.18%
|
|
Tradition Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
333,171
shares
|
$24.6 Million
2.65% of portfolio
|
Q1 2024
New holding
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
329,654
shares
|
$24.4 Million
0.04% of portfolio
|
Q1 2024
Added 0.79%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
327,132
shares
|
$24.2 Million
0.03% of portfolio
|
Q1 2024
Reduced 33.36%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
May 02, 2024 Q1 2024 |
326,333
shares
|
$24.1 Million
0.56% of portfolio
|
Q1 2024
Reduced 3.21%
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
321,644
shares
|
$23.8 Million
0.26% of portfolio
|
Q1 2024
Added 151.57%
|
|
Marshall Financial Group Inc
Doylestown, PA |
May 08, 2024 Q1 2024 |
307,359
shares
|
$22.7 Million
7.7% of portfolio
|
Q1 2024
Added 3.12%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
305,066
shares
|
$22.6 Million
1.15% of portfolio
|
Q1 2024
Added 2.25%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
280,030
shares
|
$20.7 Million
0.46% of portfolio
|
Q3 2022
Added 181.1%
|
|
Sage Financial Group Inc
|
Apr 30, 2024 Q1 2024 |
279,435
shares
|
$20.7 Million
1.91% of portfolio
|
Q1 2024
Reduced 2.41%
|