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 834 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $3.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
4,948
shares
|
$138,593
0.31% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
4,948
shares
|
$138,593
0.01% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,945
shares
|
$138,509
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,945
shares
|
$138,509
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
4,853
shares
|
$135,932
0.05% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 02, 2024 Q3 2024 |
4,838
shares
|
$135,512
0.25% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,687
shares
|
$131,282
0.08% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
4,684
shares
|
$131,198
0.03% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
4,670
shares
|
$130,806
0.05% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
4,651
shares
|
$130,274
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
4,549
shares
|
$127,417
0.22% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
4,533
shares
|
$126,969
0.21% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,488
shares
|
$125,708
0.02% of portfolio
|
Q3 2024
Reduced 23.37%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
4,482
shares
|
$125,540
0.01% of portfolio
|
Q2 2022
Reduced 37.92%
|
|
|
Tenret CO LLC
|
Nov 14, 2024 Q3 2024 |
4,447
shares
|
$124,560
0.22% of portfolio
|
Q2 2023
Added 0.43%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
4,428
shares
|
$124,028
0.0% of portfolio
|
Q3 2024
Reduced 85.44%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
4,419
shares
|
$123,776
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
4,416
shares
|
$123,692
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
4,415
shares
|
$123,664
0.01% of portfolio
|
Q3 2024
Reduced 17.34%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,375
shares
|
$122,543
0.01% of portfolio
|
Q3 2024
Reduced 63.54%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
4,373
shares
|
$122,487
0.01% of portfolio
|
Q3 2024
Reduced 57.06%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
4,372
shares
|
$122,459
0.06% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
4,358
shares
|
$122,067
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
4,342
shares
|
$121,619
0.11% of portfolio
|
Q2 2024
Reduced 15.23%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
4,310
shares
|
$120,723
0.02% of portfolio
|
Q3 2024
Added 38.36%
|