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 |
---|---|---|---|---|---|
Vima LLC
Troy, MI |
May 17, 2024 Q1 2024 |
331
shares
|
$24,494
0.01% of portfolio
|
Q1 2024
Reduced 1.49%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
May 06, 2024 Q1 2024 |
292
shares
|
$21,608
0.0% of portfolio
|
Q4 2023
New holding
|
|
Clear Point Advisors Inc.
Melville, NY |
May 15, 2024 Q1 2024 |
257
shares
|
$19,018
0.02% of portfolio
|
Q1 2024
Added 0.39%
|
|
Valley National Advisers Inc
|
Apr 19, 2024 Q1 2024 |
250
shares
|
$18,500
0.0% of portfolio
|
Q1 2024
Reduced 12.59%
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
May 13, 2024 Q1 2024 |
231
shares
|
$17,094
0.01% of portfolio
|
Q1 2024
Reduced 31.25%
|
|
Tradewinds Capital Management, LLC
|
Apr 18, 2024 Q1 2024 |
220
shares
|
$16,280
0.0% of portfolio
|
Q1 2023
Reduced 16.35%
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
198
shares
|
$14,652
0.0% of portfolio
|
Q2 2022
Added 0.51%
|
|
Atticus Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
193
shares
|
$14,282
0.01% of portfolio
|
Q4 2023
Reduced 69.94%
|
|
Emfo, LLC
|
May 03, 2024 Q1 2024 |
184
shares
|
$13,616
0.01% of portfolio
|
Q1 2024
Added 0.55%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
178
shares
|
$13,172
0.01% of portfolio
|
Q1 2024
Added 0.56%
|
|
Nemes Rush Group LLC
Novi, MI |
May 15, 2024 Q1 2024 |
176
shares
|
$13,024
0.0% of portfolio
|
Q1 2024
Added 100.0%
|
|
M&R Capital Management Inc
|
Jul 02, 2024 Q2 2024 |
168
shares
|
$12,432
0.0% of portfolio
|
Q3 2023
Added 0.6%
|
|
Thompson Investment Management, Inc.
|
Apr 12, 2024 Q1 2024 |
165
shares
|
$12,210
0.0% of portfolio
|
Q1 2024
Reduced 36.54%
|
|
Jdm Financial Group LLC
Encino, CA |
May 08, 2024 Q1 2024 |
161
shares
|
$11,914
0.01% of portfolio
|
Q4 2022
New holding
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2024 Q1 2024 |
160
shares
|
$11,840
0.0% of portfolio
|
Q3 2022
New holding
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 13, 2024 Q1 2024 |
150
shares
|
$11,100
0.0% of portfolio
|
Q3 2022
New holding
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Apr 18, 2024 Q1 2024 |
150
shares
|
$11,100
0.0% of portfolio
|
Q4 2022
Reduced 66.67%
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
142
shares
|
$10,508
0.0% of portfolio
|
Q4 2023
Reduced 95.09%
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
136
shares
|
$10,064
0.0% of portfolio
|
Q1 2023
New holding
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 16, 2024 Q1 2024 |
125
shares
|
$9,250
0.0% of portfolio
|
Q3 2023
Added 25.0%
|
|
Carolina Wealth Advisors, LLC
|
Apr 05, 2024 Q1 2024 |
125
shares
|
$9,250
0.01% of portfolio
|
Q1 2024
Reduced 35.57%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
122
shares
|
$9,028
0.0% of portfolio
|
Q1 2023
New holding
|
|
Morton Brown Family Wealth, LLC
|
Apr 23, 2024 Q1 2024 |
118
shares
|
$8,732
0.0% of portfolio
|
Q2 2022
New holding
|
|
Global Financial Private Client, LLC
Sarasota, FL |
May 15, 2024 Q1 2024 |
111
shares
|
$8,214
0.0% of portfolio
|
Q2 2023
New holding
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
107
shares
|
$7,918
0.0% of portfolio
|
Q1 2024
New holding
|