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 |
---|---|---|---|---|---|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,022
shares
|
$75,628
0.0% of portfolio
|
Q3 2022
Reduced 33.2%
|
|
Rosenberg Matthew Hamilton
|
Apr 19, 2024 Q1 2024 |
1,000
shares
|
$74,000
0.02% of portfolio
|
Q1 2020
New holding
|
|
Halpern Financial, Inc.
Ashburn, VA |
Apr 09, 2024 Q1 2024 |
931
shares
|
$68,894
0.02% of portfolio
|
Q3 2023
Added 241.03%
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
May 17, 2024 Q1 2024 |
927
shares
|
$68,598
0.02% of portfolio
|
Q1 2024
Added 0.43%
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
923
shares
|
$68,302
0.0% of portfolio
|
Q3 2023
Reduced 3.85%
|
|
Jnba Financial Advisors
|
Apr 26, 2024 Q1 2024 |
911
shares
|
$67,414
0.01% of portfolio
|
Q1 2024
Reduced 2.04%
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
905
shares
|
$66,970
0.02% of portfolio
|
Q1 2024
Added 0.44%
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
900
shares
|
$66,600
0.03% of portfolio
|
Q1 2022
New holding
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
896
shares
|
$66,304
0.0% of portfolio
|
Q1 2024
Added 296.46%
|
|
Naples Money Management LLC
Naples, FL |
Apr 30, 2024 Q1 2024 |
894
shares
|
$66,156
0.07% of portfolio
|
Q1 2024
New holding
|
|
Baldwin Brothers LLC
|
Apr 12, 2024 Q1 2024 |
828
shares
|
$61,272
0.0% of portfolio
|
Q1 2024
Reduced 35.26%
|
|
Northwest Investment Counselors, LLC
|
Apr 12, 2024 Q1 2024 |
828
shares
|
$61,272
0.02% of portfolio
|
Q1 2024
New holding
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
805
shares
|
$59,570
0.0% of portfolio
|
Q4 2022
Added 5.92%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
756
shares
|
$55,944
0.0% of portfolio
|
Q1 2024
New holding
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 14, 2024 Q1 2024 |
750
shares
|
$55,500
0.0% of portfolio
|
Q1 2024
Reduced 9.96%
|
|
Horizon Financial Services, LLC
|
Apr 26, 2024 Q1 2024 |
748
shares
|
$55,352
0.04% of portfolio
|
Q1 2024
New holding
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Apr 25, 2024 Q1 2024 |
745
shares
|
$55,130
0.02% of portfolio
|
Q1 2024
New holding
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
May 14, 2024 Q1 2024 |
736
shares
|
$54,464
0.0% of portfolio
|
Q1 2024
Added 0.27%
|
|
Phillips Financial Management, LLC
|
Apr 23, 2024 Q1 2024 |
680
shares
|
$50,320
0.0% of portfolio
|
Q2 2023
Reduced 69.86%
|
|
Gradient Investments LLC
|
Apr 23, 2024 Q1 2024 |
677
shares
|
$50,098
0.0% of portfolio
|
Q1 2024
Added 18.15%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
620
shares
|
$45,880
0.01% of portfolio
|
Q1 2024
Added 443.86%
|
|
Sandy Spring Bank
|
May 08, 2024 Q1 2024 |
602
shares
|
$44,548
0.0% of portfolio
|
Q2 2022
Added 9.06%
|
|
Beacon Capital Management, LLC
|
May 16, 2024 Q1 2024 |
594
shares
|
$43,956
0.01% of portfolio
|
Q4 2022
Reduced 6.75%
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 11, 2024 Q1 2024 |
539
shares
|
$39,886
0.03% of portfolio
|
Q1 2024
Added 0.37%
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
523
shares
|
$38,702
0.01% of portfolio
|
Q3 2022
Added 248.67%
|