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 831 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 $3.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
3,158
shares
|
$87,792
0.01% of portfolio
|
Q2 2024
Reduced 10.05%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,158
shares
|
$87,792
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
3,121
shares
|
$86,763
0.09% of portfolio
|
Q3 2024
Added 9.66%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
3,115
shares
|
$86,597
0.02% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
3,095
shares
|
$86,041
0.18% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
3,082
shares
|
$85,679
0.1% of portfolio
|
Q3 2024
Reduced 17.66%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,077
shares
|
$85,540
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
3,035
shares
|
$84,373
0.11% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
3,024
shares
|
$84,067
0.06% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
3,022
shares
|
$84,011
0.21% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
3,008
shares
|
$83,622
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2,961
shares
|
$82,315
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
2,961
shares
|
$82,315
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
2,930
shares
|
$81,454
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
2,925
shares
|
$81,315
0.02% of portfolio
|
Q2 2024
Added 226.82%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
2,923
shares
|
$81,259
0.1% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,907
shares
|
$80,814
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,893
shares
|
$80,425
0.03% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
2,887
shares
|
$80,258
0.11% of portfolio
|
Q2 2024
Reduced 10.95%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
2,884
shares
|
$80,175
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
2,883
shares
|
$80,147
0.05% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
2,871
shares
|
$79,813
0.02% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Strategic Wealth Investment Group, LLC
|
Oct 24, 2024 Q3 2024 |
2,843
shares
|
$79,035
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
2,838
shares
|
$78,896
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
2,835
shares
|
$78,813
0.11% of portfolio
|
Q2 2024
Reduced 1.15%
|