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 $7.58 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Landaas & CO
Milwaukee, WI |
May 09, 2024 Q1 2024 |
3,620
shares
|
$267,880
0.09% of portfolio
|
Q4 2020
New holding
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
3,595
shares
|
$266,030
0.01% of portfolio
|
Q1 2024
Reduced 2.89%
|
|
Kohmann Bosshard Financial Services, LLC
|
Apr 16, 2024 Q1 2024 |
3,584
shares
|
$265,216
0.04% of portfolio
|
Q3 2022
Reduced 14.89%
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,572
shares
|
$264,328
0.04% of portfolio
|
Q3 2022
New holding
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 17, 2024 Q1 2024 |
3,565
shares
|
$263,810
0.1% of portfolio
|
Q1 2024
Added 8.13%
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 14, 2024 Q1 2024 |
3,551
shares
|
$262,774
0.11% of portfolio
|
Q4 2023
New holding
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
3,511
shares
|
$259,814
0.01% of portfolio
|
Q1 2024
New holding
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Apr 25, 2024 Q1 2024 |
3,487
shares
|
$258,038
0.02% of portfolio
|
Q1 2024
Added 0.52%
|
|
Abacus Planning Group, Inc.
|
Apr 11, 2024 Q1 2024 |
3,476
shares
|
$257,224
0.05% of portfolio
|
Q1 2024
Added 2.33%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
3,450
shares
|
$255,300
0.13% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
Investments & Financial Planning, LLC
Lexington, KY |
May 03, 2024 Q1 2024 |
3,428
shares
|
$253,672
0.18% of portfolio
|
Q1 2024
Added 0.03%
|
|
Gs Investments, Inc.
|
May 09, 2024 Q1 2024 |
3,419
shares
|
$253,006
0.12% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Apr 12, 2024 Q1 2024 |
3,388
shares
|
$250,712
0.03% of portfolio
|
Q1 2024
Added 0.03%
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
3,369
shares
|
$249,306
0.15% of portfolio
|
Q2 2023
Reduced 51.55%
|
|
Rmb Capital Management, LLC
|
May 14, 2024 Q1 2024 |
3,350
shares
|
$247,900
0.01% of portfolio
|
Q1 2024
New holding
|
|
Shearwater Capital LLC
|
Apr 04, 2024 Q1 2024 |
3,331
shares
|
$246,494
0.19% of portfolio
|
Q3 2023
Reduced 9.85%
|
|
Iag Wealth Partners, LLC
|
Apr 24, 2024 Q1 2024 |
3,325
shares
|
$246,050
0.05% of portfolio
|
Q2 2022
Reduced 5.94%
|
|
Sea Bridge Investment Advisors LLC
|
Apr 30, 2024 Q1 2024 |
3,290
shares
|
$243,460
0.07% of portfolio
|
Q4 2022
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
3,270
shares
|
$241,980
0.01% of portfolio
|
Q1 2024
Reduced 5.33%
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
3,261
shares
|
$241,314
0.03% of portfolio
|
Q1 2024
Reduced 6.88%
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 22, 2024 Q1 2024 |
3,256
shares
|
$240,944
0.13% of portfolio
|
Q4 2022
New holding
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,244
shares
|
$240,056
0.04% of portfolio
|
Q4 2022
New holding
|
|
Kfa Private Wealth Group, LLC
|
May 01, 2024 Q1 2024 |
3,242
shares
|
$239,908
0.08% of portfolio
|
Q1 2024
New holding
|
|
Bensler, LLC
Bellevue, WA |
Apr 30, 2024 Q1 2024 |
3,238
shares
|
$239,612
0.04% of portfolio
|
Q1 2024
Added 0.09%
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
May 02, 2024 Q1 2024 |
3,237
shares
|
$239,538
0.11% of portfolio
|
Q1 2024
New holding
|