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 |
---|---|---|---|---|---|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
May 08, 2024 Q1 2024 |
3,210
shares
|
$237,540
0.02% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
Pfg Advisors
|
May 06, 2024 Q1 2024 |
3,168
shares
|
$234,432
0.02% of portfolio
|
Q1 2024
New holding
|
|
Vanguard Capital Wealth Advisors
|
Apr 15, 2024 Q1 2024 |
3,090
shares
|
$228,660
0.17% of portfolio
|
Q1 2024
Added 1.95%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
3,085
shares
|
$228,290
0.0% of portfolio
|
Q1 2024
Added 533.47%
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Apr 26, 2024 Q1 2024 |
3,080
shares
|
$227,920
0.12% of portfolio
|
Q1 2024
Added 0.06%
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,077
shares
|
$227,698
0.01% of portfolio
|
Q4 2022
New holding
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2024 Q1 2024 |
3,070
shares
|
$227,180
0.01% of portfolio
|
Q1 2024
New holding
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 12, 2024 Q1 2024 |
3,048
shares
|
$225,552
0.05% of portfolio
|
Q4 2023
Reduced 2.09%
|
|
Apella Capital, LLC
|
Apr 10, 2024 Q1 2024 |
3,008
shares
|
$222,592
0.01% of portfolio
|
Q4 2023
New holding
|
|
Firestone Capital Management
|
May 07, 2024 Q1 2024 |
2,990
shares
|
$221,260
0.06% of portfolio
|
Q1 2024
Added 0.54%
|
|
Wealth Management Resources, Inc.
|
Apr 19, 2024 Q1 2024 |
2,989
shares
|
$221,186
0.06% of portfolio
|
Q1 2024
Reduced 11.52%
|
|
Cutler Capital Management, LLC
Worcester, MA |
May 14, 2024 Q1 2024 |
2,967
shares
|
$219,558
0.14% of portfolio
|
Q1 2024
Reduced 19.09%
|
|
Security National Bank Of So Dak
Sioux City, IA |
May 13, 2024 Q1 2024 |
2,961
shares
|
$219,114
0.14% of portfolio
|
Q4 2023
New holding
|
|
Wintrust Investments LLC
Chicago, IL |
May 09, 2024 Q1 2024 |
2,936
shares
|
$217,264
0.02% of portfolio
|
Q4 2023
New holding
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
2,925
shares
|
$216,450
0.03% of portfolio
|
Q2 2024
Added 226.82%
|
|
Pb Mares Wealth Management LLC
|
Apr 29, 2024 Q1 2024 |
2,907
shares
|
$215,118
0.06% of portfolio
|
Q1 2024
New holding
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 11, 2024 Q1 2024 |
2,881
shares
|
$213,194
0.01% of portfolio
|
Q3 2022
Added 16.17%
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
May 03, 2024 Q1 2024 |
2,877
shares
|
$212,898
0.1% of portfolio
|
Q1 2024
Reduced 21.5%
|
|
Matisse Capital
|
Apr 30, 2024 Q1 2024 |
2,868
shares
|
$212,232
0.11% of portfolio
|
Q4 2023
New holding
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
2,857
shares
|
$211,418
0.02% of portfolio
|
Q1 2024
Added 0.46%
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Apr 25, 2024 Q1 2024 |
2,838
shares
|
$210,012
0.21% of portfolio
|
Q1 2024
New holding
|
|
Focused Wealth Management, Inc
|
May 08, 2024 Q1 2024 |
2,806
shares
|
$207,644
0.03% of portfolio
|
Q1 2024
Added 0.54%
|
|
Arkadios Wealth Advisors
|
Apr 30, 2024 Q1 2024 |
2,802
shares
|
$207,348
0.02% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
Brickley Wealth Management
|
Apr 19, 2024 Q1 2024 |
2,785
shares
|
$206,090
0.05% of portfolio
|
Q1 2024
New holding
|
|
Magnus Financial Group LLC
New York, NY |
May 03, 2024 Q1 2024 |
2,785
shares
|
$206,090
0.03% of portfolio
|
Q1 2024
Reduced 52.53%
|