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 |
---|---|---|---|---|---|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
79,622
shares
|
$5.89 Million
0.0% of portfolio
|
Q1 2024
Added 121.1%
|
|
One Capital Management, LLC
Westlake Village, CA |
May 08, 2024 Q1 2024 |
79,271
shares
|
$5.86 Million
0.23% of portfolio
|
Q1 2024
Reduced 1.41%
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 15, 2024 Q1 2024 |
78,973
shares
|
$5.84 Million
0.42% of portfolio
|
Q1 2024
Reduced 6.97%
|
|
Ifrah Financial Services, Inc.
|
May 06, 2024 Q1 2024 |
74,886
shares
|
$5.54 Million
1.62% of portfolio
|
Q1 2024
Added 2.0%
|
|
Paces Ferry Wealth Advisors, LLC
|
May 01, 2024 Q1 2024 |
74,794
shares
|
$5.53 Million
3.65% of portfolio
|
Q1 2024
Reduced 13.01%
|
|
Glassman Wealth Services
|
May 03, 2024 Q1 2024 |
70,749
shares
|
$5.23 Million
1.09% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2024 Q1 2024 |
69,898
shares
|
$5.17 Million
0.89% of portfolio
|
Q1 2024
Added 16.51%
|
|
Newman Dignan & Sheerar, Inc.
|
Apr 26, 2024 Q1 2024 |
69,430
shares
|
$5.14 Million
1.43% of portfolio
|
Q1 2024
Reduced 3.22%
|
|
Lowery Thomas, LLC
San Francisco, CA |
May 10, 2024 Q1 2024 |
69,283
shares
|
$5.13 Million
4.03% of portfolio
|
Q1 2024
Reduced 5.25%
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Apr 30, 2024 Q1 2024 |
68,695
shares
|
$5.08 Million
2.04% of portfolio
|
Q1 2024
Added 1.01%
|
|
Dravo Bay LLC
Wilmington, DE |
Apr 29, 2024 Q1 2024 |
65,131
shares
|
$4.82 Million
2.94% of portfolio
|
Q1 2024
Added 1.54%
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Apr 11, 2024 Q1 2024 |
64,812
shares
|
$4.79 Million
2.87% of portfolio
|
Q1 2024
Added 15.56%
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Apr 30, 2024 Q1 2024 |
64,728
shares
|
$4.79 Million
1.43% of portfolio
|
Q1 2024
Reduced 2.05%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
64,471
shares
|
$4.77 Million
0.12% of portfolio
|
Q1 2024
New holding
|
|
Game Plan Financial Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
64,318
shares
|
$4.76 Million
2.87% of portfolio
|
Q1 2024
Reduced 6.95%
|
|
Hb Wealth Management, LLC
|
Apr 30, 2024 Q1 2024 |
63,508
shares
|
$4.7 Million
0.06% of portfolio
|
Q1 2024
Reduced 1.01%
|
|
Leeward Financial Partners, LLC
|
Apr 19, 2024 Q1 2024 |
63,463
shares
|
$4.69 Million
2.05% of portfolio
|
Q1 2024
Added 18.91%
|
|
Waypoint Capital Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
62,986
shares
|
$4.66 Million
1.27% of portfolio
|
Q1 2024
Reduced 28.08%
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Apr 18, 2024 Q1 2024 |
62,850
shares
|
$4.65 Million
3.52% of portfolio
|
Q1 2024
Added 3.27%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
62,732
shares
|
$4.64 Million
0.51% of portfolio
|
Q4 2023
Added 1.46%
|
|
Safeguard Financial, LLC
|
Apr 09, 2024 Q1 2024 |
62,501
shares
|
$4.62 Million
1.56% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 14, 2024 Q1 2024 |
62,397
shares
|
$4.62 Million
2.06% of portfolio
|
Q1 2024
Added 0.75%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
61,795
shares
|
$4.57 Million
0.0% of portfolio
|
Q1 2024
Reduced 84.25%
|
|
Ddd Partners, LLC
|
May 09, 2024 Q1 2024 |
61,245
shares
|
$4.53 Million
0.57% of portfolio
|
Q1 2024
Added 8.26%
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 23, 2024 Q1 2024 |
61,239
shares
|
$4.53 Million
3.39% of portfolio
|
Q1 2024
Reduced 1.78%
|