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 |
---|---|---|---|---|---|
Crescent Sterling, Ltd.
Metairie, LA |
Apr 22, 2024 Q1 2024 |
4,029
shares
|
$297,984
0.28% of portfolio
|
Q1 2024
Added 3.33%
|
|
Fsa Advisors, Inc.
Troy, MI |
May 23, 2024 Q1 2024 |
4,019
shares
|
$297,245
0.33% of portfolio
|
Q1 2024
Reduced 0.89%
|
|
Beck Mack & Oliver LLC
New York, NY |
May 14, 2024 Q1 2024 |
3,999
shares
|
$295,766
0.01% of portfolio
|
Q1 2024
Reduced 27.59%
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2024 Q1 2024 |
3,978
shares
|
$294,212
0.02% of portfolio
|
Q4 2023
Reduced 10.1%
|
|
Parkside Financial Bank & Trust
|
May 01, 2024 Q1 2024 |
3,900
shares
|
$288,444
0.05% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 02, 2024 Q1 2024 |
3,889
shares
|
$287,630
0.0% of portfolio
|
Q1 2024
Added 4.23%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
3,852
shares
|
$284,893
0.02% of portfolio
|
Q1 2024
Reduced 70.54%
|
|
Cambridge Advisors Inc.
|
Apr 16, 2024 Q1 2024 |
3,835
shares
|
$283,636
0.07% of portfolio
|
Q1 2024
Added 0.08%
|
|
Teamwork Financial Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
3,805
shares
|
$281,417
0.04% of portfolio
|
Q1 2024
Reduced 6.81%
|
|
Aimz Investment Advisors, LLC
|
May 10, 2024 Q1 2024 |
3,800
shares
|
$281,048
0.11% of portfolio
|
Q4 2022
Reduced 5.75%
|
|
Uma Financial Services, Inc.
|
Apr 17, 2024 Q1 2024 |
3,785
shares
|
$279,938
0.06% of portfolio
|
Q4 2023
Reduced 9.01%
|
|
United Advisor Group, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
3,784
shares
|
$279,864
0.11% of portfolio
|
Q1 2024
New holding
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
3,777
shares
|
$279,346
0.14% of portfolio
|
Q3 2022
New holding
|
|
Tria Gen Wealth Management LLC
|
Apr 23, 2024 Q1 2024 |
3,774
shares
|
$279,125
0.13% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
First Western Trust Bank
Denver, CO |
May 16, 2024 Q1 2024 |
3,768
shares
|
$278,681
0.01% of portfolio
|
Q4 2023
New holding
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 26, 2024 Q1 2024 |
3,750
shares
|
$277,350
0.21% of portfolio
|
Q2 2023
Reduced 0.11%
|
|
Evanson Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
3,729
shares
|
$275,796
0.02% of portfolio
|
Q1 2024
Added 0.08%
|
|
Emprise Bank
Wichita, KS |
Apr 08, 2024 Q1 2024 |
3,720
shares
|
$275,131
0.19% of portfolio
|
Q1 2024
New holding
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 17, 2024 Q1 2024 |
3,701
shares
|
$273,725
0.1% of portfolio
|
Q1 2024
Reduced 14.96%
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
3,700
shares
|
$273,652
0.01% of portfolio
|
Q1 2024
New holding
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
May 08, 2024 Q1 2024 |
3,690
shares
|
$272,912
0.06% of portfolio
|
Q4 2023
New holding
|
|
Cra Financial Services, LLC
|
Apr 17, 2024 Q1 2024 |
3,654
shares
|
$270,249
0.06% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Apr 11, 2024 Q1 2024 |
3,632
shares
|
$268,622
0.15% of portfolio
|
Q4 2023
Reduced 7.51%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
3,631
shares
|
$268,548
0.0% of portfolio
|
Q1 2024
Reduced 13.13%
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,625
shares
|
$268,105
0.0% of portfolio
|
Q4 2022
New holding
|