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 |
---|---|---|---|---|---|
Ivc Wealth Advisors LLC
|
Apr 19, 2024 Q1 2024 |
104,407
shares
|
$7.72 Million
4.59% of portfolio
|
Q1 2024
Reduced 5.76%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
103,685
shares
|
$7.67 Million
0.94% of portfolio
|
Q1 2024
Added 0.62%
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 02, 2024 Q1 2024 |
103,344
shares
|
$7.65 Million
1.83% of portfolio
|
Q1 2024
Added 1.24%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
101,136
shares
|
$7.48 Million
0.42% of portfolio
|
Q3 2022
Reduced 1.72%
|
|
Gunma Bank,Ltd.
|
Apr 23, 2024 Q1 2024 |
100,000
shares
|
$7.4 Million
4.0% of portfolio
|
Q1 2024
New holding
|
|
Prairie View Partners, LLC
|
May 03, 2024 Q1 2024 |
97,651
shares
|
$7.22 Million
0.85% of portfolio
|
Q1 2024
Reduced 4.14%
|
|
Adviser Investments LLC
|
Apr 29, 2024 Q1 2024 |
96,056
shares
|
$7.11 Million
0.1% of portfolio
|
Q1 2024
Reduced 1.9%
|
|
Santori & Peters, Inc.
|
Apr 19, 2024 Q1 2024 |
95,730
shares
|
$7.08 Million
3.15% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
93,239
shares
|
$6.9 Million
3.99% of portfolio
|
Q2 2023
Added 93139.0%
|
|
Brand Asset Management Group, Inc.
|
Apr 30, 2024 Q1 2024 |
91,179
shares
|
$6.75 Million
3.02% of portfolio
|
Q1 2024
Reduced 8.83%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
89,548
shares
|
$6.62 Million
0.08% of portfolio
|
Q1 2024
Added 1.5%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
88,987
shares
|
$6.58 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.98%
|
|
Courage Miller Partners, LLC
|
Apr 15, 2024 Q1 2024 |
88,977
shares
|
$6.58 Million
2.38% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
87,767
shares
|
$6.49 Million
0.37% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
Bishop & CO Investment Management, LLC
|
Apr 25, 2024 Q1 2024 |
86,587
shares
|
$6.41 Million
2.72% of portfolio
|
Q1 2024
Added 277.83%
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
86,205
shares
|
$6.38 Million
0.08% of portfolio
|
Q1 2024
Reduced 4.7%
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 23, 2024 Q1 2024 |
84,822
shares
|
$6.28 Million
2.23% of portfolio
|
Q1 2024
Reduced 24.94%
|
|
Thrive Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
84,309
shares
|
$6.24 Million
1.33% of portfolio
|
Q1 2024
Reduced 3.13%
|
|
Rkl Wealth Management LLC
|
May 08, 2024 Q1 2024 |
83,723
shares
|
$6.19 Million
0.63% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 10, 2024 Q1 2024 |
82,481
shares
|
$6.1 Million
0.24% of portfolio
|
Q1 2024
Added 9.0%
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2024 Q1 2024 |
82,098
shares
|
$6.07 Million
5.15% of portfolio
|
Q1 2024
Reduced 5.77%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
81,686
shares
|
$6.04 Million
0.03% of portfolio
|
Q1 2024
Added 1.33%
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2024 Q1 2024 |
80,744
shares
|
$5.97 Million
1.11% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2024 Q1 2024 |
80,309
shares
|
$5.94 Million
0.32% of portfolio
|
Q1 2024
Reduced 35.23%
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
May 07, 2024 Q1 2024 |
80,092
shares
|
$5.93 Million
0.87% of portfolio
|
Q1 2024
Added 18.44%
|