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 |
---|---|---|---|---|---|
Accurate Wealth Management, LLC
|
Apr 22, 2024 Q1 2024 |
4,413
shares
|
$326,385
0.1% of portfolio
|
Q1 2024
Reduced 2.63%
|
|
Ignite Planners, LLC
|
Apr 12, 2024 Q1 2024 |
4,411
shares
|
$326,237
0.1% of portfolio
|
Q1 2024
Added 0.02%
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 29, 2024 Q1 2024 |
4,366
shares
|
$322,909
0.2% of portfolio
|
Q1 2024
New holding
|
|
One Charles Private Wealth Services, LLC
|
May 14, 2024 Q1 2024 |
4,332
shares
|
$320,394
0.15% of portfolio
|
Q1 2024
Reduced 0.94%
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,287
shares
|
$317,066
0.06% of portfolio
|
Q3 2022
Reduced 12.99%
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Apr 26, 2024 Q1 2024 |
4,286
shares
|
$316,992
0.18% of portfolio
|
Q1 2024
Reduced 6.93%
|
|
Mirador Capital Partners LP
|
Apr 17, 2024 Q1 2024 |
4,277
shares
|
$316,326
0.06% of portfolio
|
Q1 2024
Added 16.29%
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
4,275
shares
|
$316,179
0.01% of portfolio
|
Q1 2024
Reduced 5.17%
|
|
G2 Capital Management, LLC
Columbus, OH |
May 10, 2024 Q1 2024 |
4,272
shares
|
$315,957
0.11% of portfolio
|
Q2 2023
Reduced 15.47%
|
|
Geometric Wealth Advisors
|
May 07, 2024 Q1 2024 |
4,269
shares
|
$315,735
0.08% of portfolio
|
Q1 2024
Added 4.22%
|
|
Austin Asset Management CO Inc
|
Apr 26, 2024 Q1 2024 |
4,253
shares
|
$314,551
0.07% of portfolio
|
Q1 2024
Reduced 1.73%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
4,243
shares
|
$313,812
0.01% of portfolio
|
Q1 2024
New holding
|
|
Janiczek Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
4,185
shares
|
$309,522
0.07% of portfolio
|
Q4 2023
Reduced 0.88%
|
|
Rba Wealth Management, LLC
|
Apr 19, 2024 Q1 2024 |
4,182
shares
|
$309,300
0.13% of portfolio
|
Q1 2024
Reduced 4.08%
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
4,169
shares
|
$308,339
0.17% of portfolio
|
Q1 2024
New holding
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,141
shares
|
$306,268
0.08% of portfolio
|
Q1 2024
New holding
|
|
Truepoint, Inc.
|
May 09, 2024 Q1 2024 |
4,130
shares
|
$305,454
0.01% of portfolio
|
Q1 2024
New holding
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 13, 2024 Q1 2024 |
4,129
shares
|
$305,380
0.27% of portfolio
|
Q1 2024
Reduced 43.43%
|
|
Ieq Capital, LLC
|
May 08, 2024 Q1 2024 |
4,120
shares
|
$304,715
0.0% of portfolio
|
Q4 2023
New holding
|
|
Hengehold Capital Management LLC
|
Apr 15, 2024 Q1 2024 |
4,109
shares
|
$303,901
0.03% of portfolio
|
Q1 2024
Added 0.54%
|
|
Elm Partners Management LLC
|
Apr 30, 2024 Q1 2024 |
4,095
shares
|
$302,866
0.02% of portfolio
|
Q1 2024
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
4,072
shares
|
$301,165
0.05% of portfolio
|
Q1 2024
Reduced 93.08%
|
|
Allied Investment Advisors, LLC
|
Apr 11, 2024 Q1 2024 |
4,043
shares
|
$299,020
0.07% of portfolio
|
Q4 2023
Added 0.35%
|
|
Ahl Investment Management, Inc.
|
Apr 15, 2024 Q1 2024 |
4,038
shares
|
$298,650
0.23% of portfolio
|
Q4 2022
Reduced 61.65%
|
|
Claro Advisors LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
4,029
shares
|
$297,984
0.06% of portfolio
|
Q1 2024
Reduced 51.93%
|