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 |
---|---|---|---|---|---|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
9
shares
|
$665
0.0% of portfolio
|
Q3 2021
New holding
|
|
Integrity Financial Corp
|
May 02, 2024 Q1 2024 |
6
shares
|
$443
0.0% of portfolio
|
Q1 2022
New holding
|
|
Godsey & Gibb Associates
|
Apr 23, 2024 Q1 2024 |
5
shares
|
$369
0.0% of portfolio
|
Q3 2023
Reduced 75.0%
|
|
New Square Capital LLC
|
May 08, 2024 Q1 2024 |
4
shares
|
$295
0.0% of portfolio
|
Q4 2023
Reduced 55.56%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 14, 2024 Q1 2024 |
4
shares
|
$295
0.0% of portfolio
|
Q1 2024
New holding
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
2
shares
|
$147
0.0% of portfolio
|
Q4 2022
Added 100.0%
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
May 15, 2024 Q1 2024 |
1
shares
|
$73
0.0% of portfolio
|
Q1 2024
New holding
|
|
Iron Horse Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
1
shares
|
$73
0.0% of portfolio
|
Q3 2023
Reduced 80.0%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
May 07, 2024 Q1 2024 |
1
shares
|
$73
0.0% of portfolio
|
Q3 2023
New holding
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 10, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|