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 |
---|---|---|---|---|---|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
5,038
shares
|
$372,610
0.02% of portfolio
|
Q1 2024
Added 40.26%
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 29, 2024 Q1 2024 |
5,000
shares
|
$369,799
0.04% of portfolio
|
Q4 2023
Reduced 15.91%
|
|
Mission Wealth Management, LP
|
Apr 30, 2024 Q1 2024 |
4,998
shares
|
$369,652
0.01% of portfolio
|
Q1 2024
Added 58.21%
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,945
shares
|
$365,732
0.13% of portfolio
|
Q4 2022
New holding
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,945
shares
|
$365,732
0.12% of portfolio
|
Q4 2022
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
4,892
shares
|
$361,812
0.01% of portfolio
|
Q4 2023
Reduced 60.25%
|
|
My Legacy Advisors, LLC
|
Jan 12, 2024 Q4 2023 |
4,858
shares
|
$359,297
0.12% of portfolio
|
Q4 2023
Reduced 3.38%
|
|
Independent Advisor Alliance
|
May 08, 2024 Q1 2024 |
4,777
shares
|
$353,306
0.01% of portfolio
|
Q4 2023
Reduced 8.78%
|
|
Morris Financial Concepts, Inc.
|
Apr 18, 2024 Q1 2024 |
4,773
shares
|
$353,011
0.19% of portfolio
|
Q1 2024
Reduced 22.78%
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
4,694
shares
|
$347,168
0.02% of portfolio
|
Q1 2024
Added 38.34%
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,687
shares
|
$346,650
0.08% of portfolio
|
Q2 2023
Added 0.04%
|
|
Waterfront Wealth Inc.
|
May 13, 2024 Q1 2024 |
4,675
shares
|
$345,762
0.1% of portfolio
|
Q1 2024
Added 0.49%
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 16, 2024 Q1 2024 |
4,651
shares
|
$343,987
0.17% of portfolio
|
Q1 2023
New holding
|
|
Patriot Investment Management Inc.
|
Apr 16, 2024 Q1 2024 |
4,650
shares
|
$343,914
0.03% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 24, 2024 Q1 2024 |
4,594
shares
|
$339,772
0.23% of portfolio
|
Q1 2024
New holding
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
4,578
shares
|
$338,588
0.0% of portfolio
|
Q1 2024
Added 87.16%
|
|
Prestige Wealth Management Group LLC
|
Apr 26, 2024 Q1 2024 |
4,569
shares
|
$337,923
0.08% of portfolio
|
Q3 2023
Reduced 13.22%
|
|
Colton Groome Financial Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
4,558
shares
|
$337,109
0.14% of portfolio
|
Q1 2024
Reduced 9.74%
|
|
Penobscot Wealth Management
|
May 06, 2024 Q1 2024 |
4,556
shares
|
$336,961
0.22% of portfolio
|
Q1 2024
New holding
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2024 Q1 2024 |
4,519
shares
|
$334,225
0.23% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2024 Q1 2024 |
4,482
shares
|
$331,488
0.01% of portfolio
|
Q2 2022
Reduced 37.92%
|
|
Kades & Cheifetz LLC
Berwyn, PA |
May 06, 2024 Q1 2024 |
4,482
shares
|
$331,488
0.22% of portfolio
|
Q1 2024
Reduced 28.78%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
4,454
shares
|
$329,417
0.07% of portfolio
|
Q1 2024
Added 4.36%
|
|
Tenret CO LLC
|
Apr 24, 2024 Q1 2024 |
4,447
shares
|
$328,900
0.24% of portfolio
|
Q2 2023
Added 0.43%
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
4,416
shares
|
$326,607
0.11% of portfolio
|
Q3 2023
New holding
|