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 |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
3,819
shares
|
$106,970
0.07% of portfolio
|
Q3 2024
Reduced 16.41%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,814
shares
|
$106,830
0.11% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
3,810
shares
|
$106,718
0.03% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,800
shares
|
$106,438
0.11% of portfolio
|
Q4 2022
Reduced 5.75%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
3,777
shares
|
$105,793
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
3,774
shares
|
$105,709
0.11% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
3,768
shares
|
$105,541
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
3,756
shares
|
$105,205
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
3,755
shares
|
$105,177
0.07% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
3,752
shares
|
$105,093
0.14% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
3,750
shares
|
$105,037
0.2% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
3,720
shares
|
$104,197
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
3,716
shares
|
$104,085
0.0% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
3,701
shares
|
$103,665
0.1% of portfolio
|
Q1 2024
Reduced 14.96%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
3,690
shares
|
$103,356
0.07% of portfolio
|
Q3 2024
Reduced 16.97%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,625
shares
|
$101,536
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
3,614
shares
|
$101,228
0.01% of portfolio
|
Q3 2024
Reduced 10.1%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,572
shares
|
$100,051
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
3,551
shares
|
$99,463
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,528
shares
|
$98,819
0.01% of portfolio
|
Q3 2024
Added 28.52%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
3,522
shares
|
$98,651
0.05% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
3,521
shares
|
$98,623
0.05% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
3,514
shares
|
$98,427
0.01% of portfolio
|
Q3 2024
Added 39.83%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
3,506
shares
|
$98,203
0.02% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
3,471
shares
|
$97,222
0.01% of portfolio
|
Q3 2024
Reduced 19.62%
|