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 |
---|---|---|---|---|---|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
1,890
shares
|
$139,860
0.0% of portfolio
|
Q1 2024
Added 77.8%
|
|
Hazlett, Burt & Watson, Inc.
|
Apr 29, 2024 Q1 2024 |
1,886
shares
|
$139,564
0.09% of portfolio
|
Q1 2024
Added 77.09%
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2024 Q1 2024 |
1,883
shares
|
$139,342
0.08% of portfolio
|
Q1 2024
Reduced 1.26%
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Jun 21, 2024 Q1 2024 |
1,829
shares
|
$135,346
0.11% of portfolio
|
Q1 2024
New holding
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 10, 2024 Q1 2024 |
1,759
shares
|
$130,166
0.11% of portfolio
|
Q1 2024
Added 0.51%
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2024 Q1 2024 |
1,690
shares
|
$125,060
0.12% of portfolio
|
Q4 2023
New holding
|
|
Cullen/Frost Bankers, Inc.
|
May 10, 2024 Q1 2024 |
1,593
shares
|
$117,882
0.0% of portfolio
|
Q1 2024
Added 0.5%
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 11, 2024 Q1 2024 |
1,494
shares
|
$110,556
0.1% of portfolio
|
Q1 2024
Reduced 10.86%
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
1,478
shares
|
$109,372
0.01% of portfolio
|
Q1 2024
Reduced 11.97%
|
|
Pinnacle Bancorp, Inc.
|
Apr 16, 2024 Q1 2024 |
1,443
shares
|
$106,782
0.03% of portfolio
|
Q1 2024
Reduced 3.15%
|
|
Raleigh Capital Management Inc.
Cary, NC |
May 13, 2024 Q1 2024 |
1,435
shares
|
$106,190
0.05% of portfolio
|
Q1 2024
Added 0.56%
|
|
Td Capital Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
1,428
shares
|
$105,672
0.01% of portfolio
|
Q1 2024
Added 0.56%
|
|
Hanson & Doremus Investment Management
|
Apr 22, 2024 Q1 2024 |
1,390
shares
|
$102,860
0.02% of portfolio
|
Q3 2021
New holding
|
|
Rocky Mountain Advisers, LLC
|
Apr 26, 2024 Q1 2024 |
1,380
shares
|
$102,120
0.09% of portfolio
|
Q3 2020
Reduced 32.81%
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
1,347
shares
|
$99,678
0.0% of portfolio
|
Q1 2024
Added 16.52%
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 13, 2024 Q1 2024 |
1,233
shares
|
$91,242
0.04% of portfolio
|
Q4 2023
Reduced 29.3%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
1,204
shares
|
$89,096
0.0% of portfolio
|
Q1 2024
Added 24.77%
|
|
Citizens National Bank Trust Department
|
May 03, 2024 Q1 2024 |
1,200
shares
|
$88,800
0.02% of portfolio
|
Q1 2024
New holding
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
1,188
shares
|
$87,912
0.02% of portfolio
|
Q1 2024
Added 0.17%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,176
shares
|
$87,024
0.01% of portfolio
|
Q3 2022
Reduced 20.81%
|
|
Evensky & Katz LLC
|
Apr 08, 2024 Q1 2024 |
1,175
shares
|
$86,950
0.01% of portfolio
|
Q1 2024
Reduced 3.21%
|
|
Howe & Rusling Inc
Rochester, NY |
May 15, 2024 Q1 2024 |
1,113
shares
|
$82,362
0.01% of portfolio
|
Q1 2024
Added 0.54%
|
|
Aspire Private Capital, LLC
|
Apr 18, 2024 Q1 2024 |
1,112
shares
|
$82,288
0.02% of portfolio
|
Q1 2024
New holding
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 12, 2024 Q1 2024 |
1,103
shares
|
$81,622
0.01% of portfolio
|
Q1 2024
Added 1.19%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
1,076
shares
|
$79,624
0.01% of portfolio
|
Q2 2022
New holding
|