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 |
---|---|---|---|---|---|
Zwj Investment Counsel Inc
|
Apr 26, 2024 Q1 2024 |
2,767
shares
|
$204,758
0.01% of portfolio
|
Q1 2024
New holding
|
|
Lutz Financial Services LLC
|
May 03, 2024 Q1 2024 |
2,759
shares
|
$204,166
0.02% of portfolio
|
Q1 2024
New holding
|
|
Essex LLC
|
May 03, 2024 Q1 2024 |
2,757
shares
|
$204,018
0.05% of portfolio
|
Q1 2024
New holding
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2024 Q4 2023 |
2,750
shares
|
$203,500
0.03% of portfolio
|
Q4 2023
Reduced 98.47%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
2,741
shares
|
$202,834
0.01% of portfolio
|
Q1 2024
Added 27.73%
|
|
Synergy Financial Group, LTD
|
May 15, 2024 Q1 2024 |
2,735
shares
|
$202,390
0.24% of portfolio
|
Q1 2024
New holding
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 15, 2024 Q1 2024 |
2,726
shares
|
$201,724
0.05% of portfolio
|
Q1 2024
New holding
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
May 15, 2024 Q1 2024 |
2,711
shares
|
$200,614
0.19% of portfolio
|
Q1 2024
New holding
|
|
Advocate Group LLC
|
Apr 25, 2024 Q1 2024 |
2,700
shares
|
$199,800
0.04% of portfolio
|
Q1 2024
New holding
|
|
Good Life Advisors, LLC
|
May 02, 2024 Q1 2024 |
2,665
shares
|
$197,210
0.02% of portfolio
|
Q1 2024
New holding
|
|
Destination Wealth Management
|
May 14, 2024 Q1 2024 |
2,637
shares
|
$195,138
0.01% of portfolio
|
Q1 2024
New holding
|
|
Home Federal Bank Of Tennessee
|
Apr 17, 2024 Q1 2024 |
2,635
shares
|
$194,990
0.06% of portfolio
|
Q1 2024
New holding
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 15, 2024 Q1 2024 |
2,612
shares
|
$193,288
0.02% of portfolio
|
Q1 2024
Added 0.08%
|
|
Front Row Advisors LLC
Tiburon, CA |
May 14, 2024 Q1 2024 |
2,511
shares
|
$185,814
0.07% of portfolio
|
Q1 2023
Added 1421.82%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
2,433
shares
|
$180,042
0.01% of portfolio
|
Q1 2024
New holding
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 15, 2024 Q1 2024 |
2,367
shares
|
$175,158
0.05% of portfolio
|
Q1 2024
Reduced 2.99%
|
|
Planning Capital Management Corp
Paoli, PA |
Apr 26, 2024 Q1 2024 |
2,347
shares
|
$173,678
0.13% of portfolio
|
Q1 2024
Reduced 2.74%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
2,331
shares
|
$172,494
0.01% of portfolio
|
Q1 2024
Reduced 71.73%
|
|
Goal Vest Advisory LLC
|
Apr 15, 2024 Q1 2024 |
2,291
shares
|
$169,534
0.06% of portfolio
|
Q1 2024
New holding
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2024 Q1 2024 |
2,287
shares
|
$169,238
0.03% of portfolio
|
Q1 2024
New holding
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
2,198
shares
|
$162,652
0.01% of portfolio
|
Q1 2024
Reduced 61.89%
|
|
Yhb Investment Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
2,189
shares
|
$161,986
0.01% of portfolio
|
Q1 2024
New holding
|
|
Chilton Capital Management LLC
Houston, TX |
May 07, 2024 Q1 2024 |
2,133
shares
|
$157,842
0.01% of portfolio
|
Q1 2023
New holding
|
|
Missouri Trust & Investment CO
Springfield, MO |
May 13, 2024 Q1 2024 |
2,115
shares
|
$156,510
0.06% of portfolio
|
Q3 2023
Reduced 17.54%
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 15, 2024 Q1 2024 |
2,100
shares
|
$155,400
0.04% of portfolio
|
Q4 2018
Reduced 47.33%
|