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 |
---|---|---|---|---|---|
Global Strategic Investment Solutions, LLC
|
Apr 30, 2024 Q1 2024 |
175,553
shares
|
$13 Million
1.66% of portfolio
|
Q1 2024
Added 0.08%
|
|
Goepper Burkhardt LLC
|
May 13, 2024 Q1 2024 |
175,546
shares
|
$13 Million
6.18% of portfolio
|
Q1 2024
Reduced 3.24%
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 08, 2024 Q1 2024 |
169,263
shares
|
$12.5 Million
2.43% of portfolio
|
Q1 2024
Added 3.95%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
May 03, 2024 Q1 2024 |
162,612
shares
|
$12 Million
0.64% of portfolio
|
Q1 2024
Reduced 7.88%
|
|
Lcnb Corp
Lebanon, OH |
May 10, 2024 Q1 2024 |
153,226
shares
|
$11.3 Million
4.23% of portfolio
|
Q1 2024
Added 7.71%
|
|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
145,689
shares
|
$10.8 Million
0.2% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
Retirement Guys Formula LLC
|
Apr 19, 2024 Q1 2024 |
142,730
shares
|
$10.6 Million
5.41% of portfolio
|
Q1 2024
Added 0.51%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 06, 2024 Q1 2024 |
142,581
shares
|
$10.5 Million
0.33% of portfolio
|
Q1 2024
Reduced 0.45%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
140,428
shares
|
$10.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 13.59%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
138,934
shares
|
$10.3 Million
0.04% of portfolio
|
Q1 2024
Added 19.7%
|
|
Bogart Wealth, LLC
|
Apr 25, 2024 Q1 2024 |
137,790
shares
|
$10.2 Million
0.53% of portfolio
|
Q1 2024
Reduced 0.46%
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 02, 2024 Q1 2024 |
128,319
shares
|
$9.49 Million
3.67% of portfolio
|
Q1 2024
Added 8.02%
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 09, 2024 Q1 2024 |
124,424
shares
|
$9.2 Million
0.83% of portfolio
|
Q1 2024
Reduced 34.68%
|
|
Gill Capital Partners, LLC
Denver, CO |
May 06, 2024 Q1 2024 |
122,223
shares
|
$9.04 Million
3.88% of portfolio
|
Q1 2024
Added 3.51%
|
|
Ewg Elevate Inc.
|
Apr 09, 2024 Q1 2024 |
119,143
shares
|
$8.81 Million
3.51% of portfolio
|
Q1 2024
Reduced 10.47%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2024 Q1 2024 |
118,887
shares
|
$8.8 Million
0.28% of portfolio
|
Q1 2024
Added 569.82%
|
|
Total Wealth Planning, LLC
|
Apr 18, 2024 Q1 2024 |
115,983
shares
|
$8.58 Million
1.58% of portfolio
|
Q1 2024
Reduced 7.32%
|
|
Harbor Group, Inc.
|
Apr 15, 2024 Q1 2024 |
115,954
shares
|
$8.58 Million
2.32% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
113,443
shares
|
$8.39 Million
0.13% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
White Pine Investment CO
|
Apr 26, 2024 Q1 2024 |
113,387
shares
|
$8.39 Million
2.64% of portfolio
|
Q1 2024
Added 2.94%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
112,509
shares
|
$8.32 Million
1.42% of portfolio
|
Q1 2024
Added 7.79%
|
|
Capital Planning LLC
|
Apr 12, 2024 Q1 2024 |
109,892
shares
|
$8.13 Million
2.78% of portfolio
|
Q1 2024
Reduced 1.38%
|
|
Ackerman Capital Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
108,739
shares
|
$8.04 Million
2.29% of portfolio
|
Q1 2024
Reduced 2.44%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
May 09, 2024 Q1 2024 |
107,058
shares
|
$7.92 Million
0.31% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
106,899
shares
|
$7.91 Million
0.03% of portfolio
|
Q1 2024
Reduced 23.17%
|