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 |
---|---|---|---|---|---|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 14, 2024 Q1 2024 |
100
shares
|
$7,398
0.0% of portfolio
|
Q4 2021
New holding
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
May 13, 2024 Q1 2024 |
100
shares
|
$7,398
0.0% of portfolio
|
Q3 2023
Added 66.67%
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 02, 2024 Q2 2024 |
94
shares
|
$6,954
0.0% of portfolio
|
Q2 2024
Reduced 72.75%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Apr 30, 2024 Q1 2024 |
90
shares
|
$6,658
0.0% of portfolio
|
Q1 2024
Reduced 15.09%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 14, 2024 Q1 2024 |
87
shares
|
$6,436
0.0% of portfolio
|
Q1 2024
New holding
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 29, 2024 Q1 2024 |
83
shares
|
$6,140
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
78
shares
|
$5,770
0.0% of portfolio
|
Q1 2024
Reduced 58.29%
|
|
Harbor Investment Advisory, LLC
|
Apr 12, 2024 Q1 2024 |
75
shares
|
$5,548
0.0% of portfolio
|
Q4 2023
Reduced 60.94%
|
|
South State Corp
|
May 06, 2024 Q1 2024 |
67
shares
|
$4,956
0.0% of portfolio
|
Q4 2023
New holding
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
64
shares
|
$4,734
0.0% of portfolio
|
Q1 2024
Reduced 82.37%
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
63
shares
|
$4,660
0.0% of portfolio
|
Q4 2023
New holding
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 26, 2024 Q1 2024 |
51
shares
|
$3,772
0.0% of portfolio
|
Q2 2020
Reduced 94.12%
|
|
Legacy Bridge, LLC
|
Apr 25, 2024 Q1 2024 |
50
shares
|
$3,699
0.0% of portfolio
|
Q4 2018
New holding
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Apr 30, 2024 Q1 2024 |
45
shares
|
$3,329
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cedar Mountain Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
38
shares
|
$2,811
0.0% of portfolio
|
Q3 2023
Reduced 7.32%
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 14, 2024 Q1 2024 |
36
shares
|
$2,663
0.0% of portfolio
|
Q4 2023
Reduced 48.57%
|
|
Washington Trust CO
|
Apr 23, 2024 Q1 2024 |
35
shares
|
$2,589
0.0% of portfolio
|
Q1 2023
New holding
|
|
Cypress Capital Management LLC (Wy)
|
May 09, 2024 Q1 2024 |
35
shares
|
$2,589
0.0% of portfolio
|
Q4 2023
Reduced 32.69%
|
|
Armor Investment Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
33
shares
|
$2,441
0.0% of portfolio
|
Q4 2023
Reduced 94.82%
|
|
Rise Advisors, LLC
|
Apr 09, 2024 Q1 2024 |
31
shares
|
$2,293
0.0% of portfolio
|
Q1 2024
Added 3.33%
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Apr 17, 2024 Q1 2024 |
20
shares
|
$1,479
0.0% of portfolio
|
Q3 2023
New holding
|
|
First Manhattan CO
New York, NY |
May 15, 2024 Q1 2024 |
19
shares
|
$1,405
0.0% of portfolio
|
Q4 2023
New holding
|
|
Castleview Partners, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
16
shares
|
$1,183
0.0% of portfolio
|
Q4 2023
New holding
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
May 10, 2024 Q1 2024 |
13
shares
|
$961
0.0% of portfolio
|
Q1 2024
Added 30.0%
|
|
Wolff Wiese Magana LLC
|
Apr 18, 2024 Q1 2024 |
10
shares
|
$739
0.0% of portfolio
|
Q4 2020
New holding
|