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 |
---|---|---|---|---|---|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
60,600
shares
|
$4.48 Million
0.01% of portfolio
|
Q1 2024
Added 168.14%
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2024 Q1 2024 |
60,545
shares
|
$4.48 Million
0.41% of portfolio
|
Q1 2024
Added 0.69%
|
|
Edge Capital Group, LLC
|
May 14, 2024 Q1 2024 |
60,266
shares
|
$4.46 Million
0.23% of portfolio
|
Q1 2024
Added 0.01%
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
60,042
shares
|
$4.44 Million
2.9% of portfolio
|
Q1 2023
Reduced 2.82%
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 08, 2024 Q1 2024 |
58,668
shares
|
$4.34 Million
1.04% of portfolio
|
Q1 2024
Reduced 39.19%
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
58,649
shares
|
$4.34 Million
4.33% of portfolio
|
Q3 2023
Added 3.96%
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 13, 2024 Q1 2024 |
57,815
shares
|
$4.28 Million
0.61% of portfolio
|
Q1 2024
Added 10.21%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 18, 2024 Q1 2024 |
57,305
shares
|
$4.24 Million
0.54% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
56,717
shares
|
$4.2 Million
0.05% of portfolio
|
Q3 2023
Reduced 3.03%
|
|
Affinity Capital Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
56,483
shares
|
$4.18 Million
0.96% of portfolio
|
Q1 2024
Reduced 1.29%
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
May 08, 2024 Q1 2024 |
56,261
shares
|
$4.16 Million
2.67% of portfolio
|
Q1 2024
Reduced 15.31%
|
|
Von Berge Wealth Management Group, LLC
|
Apr 12, 2024 Q1 2024 |
55,803
shares
|
$4.13 Million
2.74% of portfolio
|
Q1 2024
Added 20.8%
|
|
Nadler Financial Group, Inc.
|
Apr 26, 2024 Q1 2024 |
54,040
shares
|
$4 Million
0.51% of portfolio
|
Q1 2024
Added 0.24%
|
|
Embree Financial Group
Chicago, IL |
May 03, 2024 Q1 2024 |
53,635
shares
|
$3.97 Million
0.8% of portfolio
|
Q1 2024
Reduced 0.45%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
53,069
shares
|
$3.93 Million
0.06% of portfolio
|
Q1 2024
Reduced 29.91%
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 26, 2024 Q1 2024 |
52,300
shares
|
$3.87 Million
0.36% of portfolio
|
Q1 2024
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
50,816
shares
|
$3.76 Million
0.01% of portfolio
|
Q1 2024
Reduced 43.96%
|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 15, 2024 Q1 2024 |
50,703
shares
|
$3.75 Million
1.63% of portfolio
|
Q4 2023
Added 0.46%
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
50,134
shares
|
$3.71 Million
0.86% of portfolio
|
Q1 2024
Reduced 0.76%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
49,646
shares
|
$3.67 Million
0.02% of portfolio
|
Q1 2024
Added 0.08%
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
48,233
shares
|
$3.57 Million
1.97% of portfolio
|
Q1 2024
Reduced 46.93%
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
47,683
shares
|
$3.53 Million
0.22% of portfolio
|
Q1 2024
Reduced 52.13%
|
|
Everhart Financial Group, Inc.
|
May 13, 2024 Q1 2024 |
47,113
shares
|
$3.49 Million
1.05% of portfolio
|
Q1 2024
Reduced 1.29%
|
|
Leavell Investment Management, Inc.
|
Apr 24, 2024 Q1 2024 |
46,100
shares
|
$3.41 Million
0.2% of portfolio
|
Q1 2024
Reduced 10.77%
|
|
Veery Capital, LLC
|
Apr 19, 2024 Q1 2024 |
45,242
shares
|
$3.35 Million
1.41% of portfolio
|
Q1 2024
Added 0.7%
|