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 |
---|---|---|---|---|---|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
275,426
shares
|
$20.4 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
274,510
shares
|
$20.3 Million
1.49% of portfolio
|
Q4 2022
Reduced 0.36%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
273,792
shares
|
$20.3 Million
0.06% of portfolio
|
Q1 2024
Added 0.11%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
269,654
shares
|
$19.9 Million
0.65% of portfolio
|
Q1 2024
Reduced 4.96%
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2024 Q1 2024 |
261,242
shares
|
$19.3 Million
2.36% of portfolio
|
Q1 2024
Added 3.38%
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
260,219
shares
|
$19.3 Million
11.26% of portfolio
|
Q2 2023
New holding
|
|
Black Diamond Financial, LLC
|
May 06, 2024 Q1 2024 |
255,768
shares
|
$18.9 Million
4.91% of portfolio
|
Q4 2023
Added 8.84%
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
251,682
shares
|
$18.6 Million
3.56% of portfolio
|
Q4 2023
Added 7.53%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
233,584
shares
|
$17.3 Million
0.07% of portfolio
|
Q1 2024
Added 120.92%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
232,135
shares
|
$17.2 Million
0.16% of portfolio
|
Q1 2024
Added 54.69%
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2024 Q1 2024 |
230,821
shares
|
$17.1 Million
4.99% of portfolio
|
Q1 2024
Reduced 7.28%
|
|
Garde Capital, Inc.
Seattle, WA |
May 29, 2024 Q1 2024 |
225,761
shares
|
$16.7 Million
1.2% of portfolio
|
Q1 2024
Reduced 4.06%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
217,671
shares
|
$16.1 Million
0.03% of portfolio
|
Q1 2024
Added 184.4%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
217,556
shares
|
$16.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.56%
|
|
Spectrum Asset Management, Inc.
|
Apr 23, 2024 Q1 2024 |
217,526
shares
|
$16.1 Million
7.27% of portfolio
|
Q1 2024
Reduced 50.38%
|
|
Vista Private Wealth Partners. LLC
|
May 13, 2024 Q1 2024 |
215,616
shares
|
$16 Million
7.36% of portfolio
|
Q1 2024
New holding
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Jun 21, 2024 Q1 2024 |
202,470
shares
|
$15 Million
7.19% of portfolio
|
Q1 2024
Added 1.09%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
200,332
shares
|
$14.8 Million
0.11% of portfolio
|
Q1 2024
Added 41.11%
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2024 Q1 2024 |
193,838
shares
|
$14.3 Million
1.46% of portfolio
|
Q1 2024
Added 19.21%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 07, 2024 Q1 2024 |
193,757
shares
|
$14.3 Million
1.36% of portfolio
|
Q1 2024
Added 118.55%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
193,108
shares
|
$14.3 Million
0.06% of portfolio
|
Q1 2024
Reduced 8.17%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
192,256
shares
|
$14.2 Million
0.48% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
Cornerstone Wealth Advisors, Inc.
|
Apr 11, 2024 Q1 2024 |
191,998
shares
|
$14.2 Million
4.49% of portfolio
|
Q1 2024
Reduced 2.0%
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
190,094
shares
|
$14.1 Million
3.24% of portfolio
|
Q4 2023
Added 6.04%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
181,058
shares
|
$13.4 Million
0.42% of portfolio
|
Q1 2024
Added 3.96%
|