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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
205
shares
|
$5,742
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
201
shares
|
$5,630
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
198
shares
|
$5,545
0.0% of portfolio
|
Q2 2022
Added 0.51%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
194
shares
|
$5,433
0.01% of portfolio
|
Q2 2024
Reduced 95.64%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
186
shares
|
$5,209
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
184
shares
|
$5,153
0.01% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
180
shares
|
$5,041
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
178
shares
|
$4,985
0.0% of portfolio
|
Q2 2024
Added 11.25%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
177
shares
|
$4,957
0.0% of portfolio
|
Q2 2024
Reduced 70.6%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
169
shares
|
$4,733
0.0% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
165
shares
|
$4,621
0.0% of portfolio
|
Q1 2024
Reduced 36.54%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
161
shares
|
$4,509
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
151
shares
|
$4,229
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
150
shares
|
$4,201
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
150
shares
|
$4,201
0.0% of portfolio
|
Q4 2022
Reduced 66.67%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
136
shares
|
$3,809
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
131
shares
|
$3,669
0.01% of portfolio
|
Q2 2024
Added 4.8%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
125
shares
|
$3,501
0.0% of portfolio
|
Q3 2023
Added 25.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
122
shares
|
$3,417
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
118
shares
|
$3,305
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
111
shares
|
$3,109
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
107
shares
|
$2,997
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
100
shares
|
$2,801
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
94
shares
|
$2,632
0.0% of portfolio
|
Q2 2024
Reduced 72.75%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
88
shares
|
$2,464
0.0% of portfolio
|
Q3 2024
Reduced 1.12%
|