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 |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
914
shares
|
$25,601
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
900
shares
|
$25,209
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
893
shares
|
$25,012
0.0% of portfolio
|
Q2 2024
Added 7.85%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
873
shares
|
$24,452
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
828
shares
|
$23,192
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
826
shares
|
$23,136
0.01% of portfolio
|
Q3 2024
Reduced 9.33%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
805
shares
|
$22,548
0.0% of portfolio
|
Q4 2022
Added 5.92%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
771
shares
|
$21,595
0.02% of portfolio
|
Q3 2024
Reduced 11.48%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
748
shares
|
$20,951
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
736
shares
|
$20,615
0.0% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
680
shares
|
$19,046
0.0% of portfolio
|
Q2 2023
Reduced 69.86%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
675
shares
|
$18,906
0.01% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
668
shares
|
$18,710
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
595
shares
|
$16,665
0.01% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
589
shares
|
$16,497
0.01% of portfolio
|
Q3 2024
Reduced 53.11%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
564
shares
|
$15,797
0.0% of portfolio
|
Q3 2024
Added 89.9%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
560
shares
|
$15,685
0.01% of portfolio
|
Q2 2024
Added 12.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
545
shares
|
$15,265
0.02% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
523
shares
|
$14,649
0.01% of portfolio
|
Q3 2022
Added 248.67%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
519
shares
|
$14,537
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
500
shares
|
$14,005
0.01% of portfolio
|
Q4 2021
Reduced 42.06%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
489
shares
|
$13,696
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
472
shares
|
$13,220
0.02% of portfolio
|
Q2 2023
Added 3.28%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
463
shares
|
$12,968
0.01% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
462
shares
|
$12,940
0.0% of portfolio
|
Q1 2023
Added 6.7%
|