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 |
---|---|---|---|---|---|
Briaud Financial Planning, Inc
College Station, TX |
May 03, 2024 Q1 2024 |
519
shares
|
$38,406
0.02% of portfolio
|
Q1 2024
New holding
|
|
Mitchell Sinkler & Starr
|
Apr 30, 2024 Q1 2024 |
500
shares
|
$37,000
0.01% of portfolio
|
Q1 2024
New holding
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 02, 2024 Q1 2024 |
500
shares
|
$37,000
0.01% of portfolio
|
Q4 2021
Reduced 42.06%
|
|
Future Financial Wealth Managment LLC
|
Apr 15, 2024 Q1 2024 |
500
shares
|
$37,000
0.03% of portfolio
|
Q1 2024
New holding
|
|
En Rich Financial Partners LLC
Madison, WI |
May 02, 2024 Q1 2024 |
489
shares
|
$36,186
0.01% of portfolio
|
Q1 2024
New holding
|
|
Nwk Group, Inc.
San Francisco, CA |
May 10, 2024 Q1 2024 |
472
shares
|
$34,928
0.02% of portfolio
|
Q2 2023
Added 3.28%
|
|
Versant Capital Management, Inc
|
Apr 03, 2024 Q1 2024 |
468
shares
|
$34,632
0.01% of portfolio
|
Q1 2024
Reduced 8.41%
|
|
First Personal Financial Services
|
Apr 25, 2024 Q1 2024 |
462
shares
|
$34,188
0.01% of portfolio
|
Q1 2024
New holding
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
462
shares
|
$34,188
0.0% of portfolio
|
Q1 2023
Added 6.7%
|
|
Cva Family Office, LLC
|
Apr 10, 2024 Q1 2024 |
459
shares
|
$33,966
0.01% of portfolio
|
Q1 2024
Added 0.22%
|
|
Mascoma Wealth Management LLC
|
May 02, 2024 Q1 2024 |
445
shares
|
$32,930
0.01% of portfolio
|
Q4 2022
New holding
|
|
Wfa Of San Diego, LLC
|
Nov 02, 2023 Q3 2023 |
442
shares
|
$32,708
0.03% of portfolio
|
Q3 2023
Added 0.68%
|
|
Family Capital Trust CO
|
Apr 24, 2024 Q1 2024 |
433
shares
|
$32,042
0.01% of portfolio
|
Q1 2024
New holding
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 10, 2024 Q1 2024 |
425
shares
|
$31,450
0.02% of portfolio
|
Q1 2020
Reduced 37.68%
|
|
Jackson Hole Capital Partners, LLC
|
May 09, 2024 Q1 2024 |
420
shares
|
$31,080
0.01% of portfolio
|
Q3 2023
Reduced 4.55%
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2024 Q1 2024 |
411
shares
|
$30,414
0.0% of portfolio
|
Q2 2022
New holding
|
|
Morling Financial Advisors, LLC
|
May 13, 2024 Q1 2024 |
409
shares
|
$30,266
0.02% of portfolio
|
Q1 2023
Added 0.25%
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
402
shares
|
$29,748
0.02% of portfolio
|
Q4 2022
New holding
|
|
Mc Ilrath & Eck, LLC
|
May 10, 2024 Q1 2024 |
399
shares
|
$29,526
0.01% of portfolio
|
Q1 2024
Added 39800.0%
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 13, 2024 Q1 2024 |
392
shares
|
$29,008
0.01% of portfolio
|
Q1 2024
Reduced 5.77%
|
|
Financial Management Professionals, Inc.
|
Apr 16, 2024 Q1 2024 |
361
shares
|
$26,714
0.0% of portfolio
|
Q1 2024
Reduced 23.84%
|
|
Dagco, Inc.
|
May 15, 2024 Q1 2024 |
347
shares
|
$25,678
0.01% of portfolio
|
Q1 2024
New holding
|
|
First Premier Bank
|
Apr 12, 2024 Q1 2024 |
345
shares
|
$25,530
0.01% of portfolio
|
Q3 2020
New holding
|
|
Hollencrest Capital Management
|
May 01, 2024 Q1 2024 |
332
shares
|
$24,568
0.0% of portfolio
|
Q4 2022
New holding
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2024 Q1 2024 |
331
shares
|
$24,494
0.01% of portfolio
|
Q1 2024
Added 8.88%
|