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 834 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 $3.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Investment Group, LLC
|
Oct 24, 2024 Q3 2024 |
2,843
shares
|
$79,632
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
2,838
shares
|
$79,492
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
2,835
shares
|
$79,408
0.11% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
2,828
shares
|
$79,212
0.08% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
2,826
shares
|
$79,156
0.01% of portfolio
|
Q3 2024
Reduced 29.12%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
2,813
shares
|
$78,792
0.05% of portfolio
|
Q3 2024
Added 201.5%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,791
shares
|
$78,175
0.04% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
2,791
shares
|
$78,175
0.01% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
2,788
shares
|
$78,091
0.03% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
2,784
shares
|
$77,979
0.01% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
2,776
shares
|
$77,755
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,776
shares
|
$77,755
0.02% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
2,766
shares
|
$77,475
0.17% of portfolio
|
Q2 2024
Reduced 33.01%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
2,759
shares
|
$77,279
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
2,757
shares
|
$77,223
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
2,743
shares
|
$76,831
0.19% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
2,733
shares
|
$76,551
0.07% of portfolio
|
Q2 2024
Reduced 5.01%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
2,733
shares
|
$76,551
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
2,721
shares
|
$76,215
0.02% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
2,719
shares
|
$76,159
0.0% of portfolio
|
Q3 2024
Reduced 8.67%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
2,713
shares
|
$75,991
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Financial Group, LTD
|
Nov 15, 2024 Q3 2024 |
2,701
shares
|
$75,655
0.21% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
2,700
shares
|
$75,627
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
2,668
shares
|
$74,730
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Home Federal Bank Of Tennessee
|
Oct 21, 2024 Q3 2024 |
2,635
shares
|
$73,806
0.06% of portfolio
|
Q3 2024
New holding
|